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 | $32,144 | $185,312-82.7% | $161,489-80.1% | $154,746-79.2% |
| Participation rate | 52.9% | 82.5%-29.5pp | 78.7%-25.8pp | 80.7%-27.8pp |
| Annual return | 17.99% | 103.84%-85.9pp | 89.72%-71.7pp | 172.34%-154.3pp |
| Employer contribution / active EE | $1,019 | $4,769-78.6% | $4,268-76.1% | $4,379-76.7% |
| Participant deferral / active EE | $1,636 | $6,350-74.2% | $5,630-70.9% | $6,730-75.7% |
| Admin fee / account holder | $2,629 | $18,654-85.9% | $16,006-83.6% | $14,365-81.7% |