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 | $55,943 | $160,070-65.1% | $147,117-62.0% | $145,897-61.7% |
| Participation rate | 62.5% | 84.0%-21.5pp | 82.2%-19.7pp | 80.3%-17.8pp |
| Annual return | 15.92% | 98.69%-82.8pp | 420.54%-404.6pp | 552.29%-536.4pp |
| Employer contribution / active EE | $1,686 | $5,285-68.1% | $4,932-65.8% | $4,663-63.8% |
| Participant deferral / active EE | $1,793 | $8,419-78.7% | $8,065-77.8% | $6,689-73.2% |
| Admin fee / account holder | $18,286 | $15,035+21.6% | $12,993+40.7% | $13,390+36.6% |