Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $152,926 | $102,385+49.4% | $147,080+4.0% | $80,935+88.9% |
| Participation rate | 46.7% | 75.9%-29.2pp | 82.2%-35.5pp | 67.7%-21.0pp |
| Annual return | 20.78% | 135.09%-114.3pp | 420.17%-399.4pp | 35.66%-14.9pp |
| Employer contribution / active EE | $1,261 | $3,717-66.1% | $4,933-74.4% | $2,757-54.3% |
| Participant deferral / active EE | $1,732 | $6,651-74.0% | $8,066-78.5% | $4,299-59.7% |
| Admin fee / account holder | $7,486 | $7,951-5.9% | $12,989-42.4% | $6,924+8.1% |