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 | $100,113 | $165,381-39.5% | $149,730-33.1% | $158,966-37.0% |
| Participation rate | 44.4% | 84.6%-40.1pp | 82.5%-38.0pp | 82.0%-37.5pp |
| Annual return | 13.07% | 348.29%-335.2pp | 276.70%-263.6pp | 302.95%-289.9pp |
| Employer contribution / active EE | $1,901 | $5,104-62.8% | $4,645-59.1% | $4,762-60.1% |
| Participant deferral / active EE | $2,283 | $7,182-68.2% | $6,843-66.6% | $5,983-61.8% |
| Admin fee / account holder | $1,791 | $10,809-83.4% | $9,310-80.8% | $11,250-84.1% |