Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $118,221 | $117,846+0.3% | $102,434+15.4% | $145,884-19.0% |
| Participation rate | 21.7% | 78.6%-56.9pp | 76.5%-54.8pp | 80.3%-58.6pp |
| Annual return | 12.79% | 31.90%-19.1pp | 29.46%-16.7pp | 551.85%-539.1pp |
| Employer contribution / active EE | $1,035 | $3,615-71.4% | $3,023-65.8% | $4,662-77.8% |
| Participant deferral / active EE | $1,294 | $5,733-77.4% | $5,055-74.4% | $6,690-80.7% |
| Admin fee / account holder | $16,475 | $13,356+23.4% | $9,462+74.1% | $13,392+23.0% |