Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $172,713 | $134,817+28.1% | $123,973+39.3% | $155,188+11.3% |
| Participation rate | 41.7% | 79.4%-37.7pp | 76.7%-35.0pp | 80.8%-39.1pp |
| Annual return | 13.89% | 515.49%-501.6pp | 388.13%-374.2pp | 148.84%-134.9pp |
| Employer contribution / active EE | $950 | $4,425-78.5% | $4,126-77.0% | $4,248-77.6% |
| Participant deferral / active EE | $1,211 | $5,706-78.8% | $5,247-76.9% | $6,531-81.5% |
| Admin fee / account holder | $7,368 | $13,245-44.4% | $11,799-37.6% | $14,480-49.1% |