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 | $92,787 | $109,411-15.2% | $89,435+3.7% | $158,982-41.6% |
| Participation rate | 14.3% | 74.3%-60.0pp | 68.0%-53.7pp | 82.0%-67.7pp |
| Annual return | 17.66% | 345.68%-328.0pp | 245.55%-227.9pp | 302.99%-285.3pp |
| Employer contribution / active EE | $349 | $3,173-89.0% | $2,587-86.5% | $4,763-92.7% |
| Participant deferral / active EE | $501 | $4,600-89.1% | $3,890-87.1% | $5,983-91.6% |
| Admin fee / account holder | $523 | $6,159-91.5% | $4,884-89.3% | $11,252-95.4% |