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 | $191,149 | $227,399-15.9% | $189,758+0.7% | $198,609-3.8% |
| Participation rate | 40.9% | 84.0%-43.1pp | 79.8%-38.9pp | 82.4%-41.5pp |
| Annual return | 17.90% | 61.03%-43.1pp | 52.62%-34.7pp | 202.70%-184.8pp |
| Employer contribution / active EE | $5,645 | $5,526+2.1% | $4,767+18.4% | $5,055+11.7% |
| Participant deferral / active EE | $3,003 | $6,837-56.1% | $5,856-48.7% | $6,977-57.0% |
| Admin fee / account holder | $1,989 | $25,162-92.1% | $20,388-90.2% | $19,030-89.5% |