Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $14,762 | $134,817-89.0% | $123,973-88.1% | $155,188-90.5% |
| Participation rate | 44.4% | 79.4%-35.0pp | 76.7%-32.2pp | 80.8%-36.4pp |
| Annual return | 17.09% | 515.49%-498.4pp | 388.13%-371.0pp | 148.84%-131.7pp |
| Employer contribution / active EE | $1,003 | $4,425-77.3% | $4,126-75.7% | $4,248-76.4% |
| Participant deferral / active EE | $1,256 | $5,706-78.0% | $5,247-76.1% | $6,531-80.8% |
| Admin fee / account holder | $2,420 | $13,245-81.7% | $11,799-79.5% | $14,480-83.3% |