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 | $65,969 | $105,145-37.3% | $94,664-30.3% | $139,466-52.7% |
| Participation rate | 41.2% | 82.4%-41.2pp | 80.8%-39.7pp | 80.3%-39.2pp |
| Annual return | 21.86% | 38.09%-16.2pp | 156.84%-135.0pp | 373.66%-351.8pp |
| Employer contribution / active EE | $819 | $4,107-80.1% | $3,673-77.7% | $4,754-82.8% |
| Participant deferral / active EE | $1,048 | $7,599-86.2% | $7,417-85.9% | $6,712-84.4% |
| Admin fee / account holder | $529 | $8,972-94.1% | $7,222-92.7% | $11,409-95.4% |