Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,558 | $106,918-65.8% | $84,021-56.5% | $152,897-76.1% |
| Participation rate | 45.0% | 75.2%-30.2pp | 69.0%-24.0pp | 82.5%-37.5pp |
| Annual return | 18.10% | 105.01%-86.9pp | 71.32%-53.2pp | 345.43%-327.3pp |
| Employer contribution / active EE | $0 | $2,735-100.0% | $1,984-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $529 | $4,012-86.8% | $3,239-83.7% | $5,851-91.0% |
| Admin fee / account holder | $341 | $8,288-95.9% | $6,102-94.4% | $11,599-97.1% |