Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $106,285 | $227,399-53.3% | $189,758-44.0% | $198,609-46.5% |
| Participation rate | 66.7% | 84.0%-17.3pp | 79.8%-13.1pp | 82.4%-15.7pp |
| Annual return | 132.13% | 61.03%+71.1pp | 52.62%+79.5pp | 202.70%-70.6pp |
| Employer contribution / active EE | $1,693 | $5,526-69.4% | $4,767-64.5% | $5,055-66.5% |
| Participant deferral / active EE | $2,474 | $6,837-63.8% | $5,856-57.7% | $6,977-64.5% |
| Admin fee / account holder | $1,557 | $25,162-93.8% | $20,388-92.4% | $19,030-91.8% |