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 | $69,552 | $201,370-65.5% | $184,256-62.3% | $145,897-52.3% |
| Participation rate | 66.7% | 87.5%-20.8pp | 86.8%-20.2pp | 80.3%-13.6pp |
| Annual return | 12.69% | 29.05%-16.4pp | 28.85%-16.2pp | 552.29%-539.6pp |
| Employer contribution / active EE | $1,620 | $7,024-76.9% | $6,427-74.8% | $4,663-65.3% |
| Participant deferral / active EE | $2,158 | $9,808-78.0% | $9,133-76.4% | $6,689-67.7% |
| Admin fee / account holder | $637 | $16,364-96.1% | $13,899-95.4% | $13,390-95.2% |