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 | $69,923 | $102,393-31.7% | $147,041-52.4% | $80,911-13.6% |
| Participation rate | 59.7% | 75.9%-16.2pp | 82.2%-22.5pp | 67.6%-8.0pp |
| Annual return | 14.15% | 134.95%-120.8pp | 419.21%-405.1pp | 35.63%-21.5pp |
| Employer contribution / active EE | $997 | $3,715-73.2% | $4,935-79.8% | $2,756-63.8% |
| Participant deferral / active EE | $2,517 | $6,647-62.1% | $8,071-68.8% | $4,297-41.4% |
| Admin fee / account holder | $1,454 | $7,943-81.7% | $13,006-88.8% | $6,935-79.0% |