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 | $68,779 | $156,398-56.0% | $147,318-53.3% | $138,895-50.5% |
| Participation rate | 56.3% | 83.8%-27.5pp | 82.1%-25.8pp | 79.9%-23.7pp |
| Annual return | 14.98% | 78.75%-63.8pp | 70.43%-55.4pp | 145.39%-130.4pp |
| Employer contribution / active EE | $1,152 | $4,853-76.3% | $4,593-74.9% | $4,194-72.5% |
| Participant deferral / active EE | $1,183 | $8,237-85.6% | $7,906-85.0% | $6,396-81.5% |
| Admin fee / account holder | $1,081 | $14,976-92.8% | $13,708-92.1% | $12,562-91.4% |