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 | $69,866 | $124,175-43.7% | $108,405-35.6% | $167,536-58.3% |
| Participation rate | 50.0% | 82.3%-32.3pp | 80.1%-30.1pp | 82.1%-32.1pp |
| Annual return | 11.96% | 1380.13%-1368.2pp | 905.55%-893.6pp | 478.82%-466.9pp |
| Employer contribution / active EE | $1,021 | $4,188-75.6% | $3,559-71.3% | $4,839-78.9% |
| Participant deferral / active EE | $1,857 | $6,908-73.1% | $6,563-71.7% | $6,342-70.7% |
| Admin fee / account holder | $563 | $9,457-94.1% | $7,297-92.3% | $12,315-95.4% |