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 | $155,517 | $227,597-31.7% | $189,575-18.0% | $167,536-7.2% |
| Participation rate | 62.5% | 82.5%-20.0pp | 78.4%-15.9pp | 82.1%-19.6pp |
| Annual return | 14.14% | 78.44%-64.3pp | 64.19%-50.1pp | 478.82%-464.7pp |
| Employer contribution / active EE | $604 | $5,316-88.6% | $4,412-86.3% | $4,839-87.5% |
| Participant deferral / active EE | $1,183 | $7,002-83.1% | $6,174-80.8% | $6,342-81.4% |
| Admin fee / account holder | $11,532 | $11,877-2.9% | $9,806+17.6% | $12,315-6.4% |