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 | $109,478 | $160,028-31.6% | $147,080-25.6% | $145,884-25.0% |
| Participation rate | 26.7% | 84.0%-57.4pp | 82.2%-55.5pp | 80.3%-53.6pp |
| Annual return | 11.79% | 98.60%-86.8pp | 420.17%-408.4pp | 551.85%-540.1pp |
| Employer contribution / active EE | $1,465 | $5,286-72.3% | $4,933-70.3% | $4,662-68.6% |
| Participant deferral / active EE | $1,377 | $8,422-83.7% | $8,066-82.9% | $6,690-79.4% |
| Admin fee / account holder | $502 | $15,030-96.7% | $12,989-96.1% | $13,392-96.2% |