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 | $58,009 | $148,623-61.0% | $135,974-57.3% | $139,466-58.4% |
| Participation rate | 33.3% | 83.9%-50.5pp | 81.9%-48.6pp | 80.3%-47.0pp |
| Annual return | 16.84% | 79.30%-62.5pp | 68.30%-51.5pp | 373.66%-356.8pp |
| Employer contribution / active EE | $1,189 | $5,246-77.3% | $4,859-75.5% | $4,754-75.0% |
| Participant deferral / active EE | $1,548 | $8,103-80.9% | $7,760-80.1% | $6,712-76.9% |
| Admin fee / account holder | $1,013 | $12,406-91.8% | $10,767-90.6% | $11,409-91.1% |