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 | $124,612 | $116,203+7.2% | $93,621+33.1% | $152,897-18.5% |
| Participation rate | 29.4% | 78.1%-48.6pp | 75.8%-46.4pp | 82.5%-53.0pp |
| Annual return | 21.16% | 35.96%-14.8pp | 32.76%-11.6pp | 345.43%-324.3pp |
| Employer contribution / active EE | $0 | $3,219-100.0% | $2,719-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $1,198 | $4,605-74.0% | $4,070-70.6% | $5,851-79.5% |
| Admin fee / account holder | $2,410 | $10,751-77.6% | $7,890-69.5% | $11,599-79.2% |