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 | $44,684 | $165,381-73.0% | $149,730-70.2% | $158,966-71.9% |
| Participation rate | 40.0% | 84.6%-44.6pp | 82.5%-42.5pp | 82.0%-42.0pp |
| Annual return | 18.05% | 348.29%-330.2pp | 276.70%-258.7pp | 302.95%-284.9pp |
| Employer contribution / active EE | $930 | $5,104-81.8% | $4,645-80.0% | $4,762-80.5% |
| Participant deferral / active EE | $2,236 | $7,182-68.9% | $6,843-67.3% | $5,983-62.6% |
| Admin fee / account holder | $1,243 | $10,809-88.5% | $9,310-86.7% | $11,250-89.0% |