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 | $70,887 | $102,429-30.8% | $147,096-51.8% | $80,925-12.4% |
| Participation rate | 24.0% | 75.9%-51.9pp | 82.2%-58.2pp | 67.7%-43.7pp |
| Annual return | 13.46% | 135.02%-121.6pp | 419.75%-406.3pp | 35.65%-22.2pp |
| Employer contribution / active EE | $1,497 | $3,716-59.7% | $4,936-69.7% | $2,756-45.7% |
| Participant deferral / active EE | $2,349 | $6,649-64.7% | $8,071-70.9% | $4,299-45.4% |
| Admin fee / account holder | $8,501 | $7,957+6.8% | $13,005-34.6% | $6,940+22.5% |