Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $31,149 | $148,629-79.0% | $135,982-77.1% | $139,487-77.7% |
| Participation rate | 41.7% | 83.9%-42.2pp | 81.9%-40.3pp | 80.3%-38.7pp |
| Annual return | 13.53% | 79.33%-65.8pp | 68.32%-54.8pp | 373.84%-360.3pp |
| Employer contribution / active EE | $3,813 | $5,247-27.3% | $4,859-21.5% | $4,755-19.8% |
| Participant deferral / active EE | $1,180 | $8,102-85.4% | $7,760-84.8% | $6,713-82.4% |
| Admin fee / account holder | $2,738 | $12,406-77.9% | $10,767-74.6% | $11,407-76.0% |