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 | $96,983 | $181,062-46.4% | $158,223-38.7% | $155,188-37.5% |
| Participation rate | 55.6% | 82.7%-27.1pp | 79.2%-23.6pp | 80.8%-25.2pp |
| Annual return | 10.15% | 57.39%-47.2pp | 52.09%-41.9pp | 148.84%-138.7pp |
| Employer contribution / active EE | $1,028 | $4,565-77.5% | $4,109-75.0% | $4,248-75.8% |
| Participant deferral / active EE | $1,458 | $6,134-76.2% | $5,467-73.3% | $6,531-77.7% |
| Admin fee / account holder | $1,280 | $18,825-93.2% | $16,047-92.0% | $14,480-91.2% |