Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $38,187 | $201,259-81.0% | $184,200-79.3% | $145,959-73.8% |
| Participation rate | 26.3% | 87.5%-61.2pp | 86.8%-60.5pp | 80.3%-54.0pp |
| Annual return | 11.72% | 28.98%-17.3pp | 28.80%-17.1pp | 561.95%-550.2pp |
| Employer contribution / active EE | $0 | $7,018-100.0% | $6,424-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $1,480 | $9,806-84.9% | $9,132-83.8% | $6,689-77.9% |
| Admin fee / account holder | $1,209 | $16,372-92.6% | $13,907-91.3% | $13,398-91.0% |