Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $31,362 | $185,883-83.1% | $170,043-81.6% | $139,466-77.5% |
| Participation rate | 66.7% | 87.8%-21.1pp | 87.0%-20.3pp | 80.3%-13.7pp |
| Annual return | 16.48% | 60.54%-44.1pp | 53.40%-36.9pp | 373.66%-357.2pp |
| Employer contribution / active EE | $1,919 | $7,596-74.7% | $6,790-71.7% | $4,754-59.6% |
| Participant deferral / active EE | $2,961 | $11,626-74.5% | $10,410-71.6% | $6,712-55.9% |
| Admin fee / account holder | $943 | $15,393-93.9% | $12,824-92.7% | $11,409-91.7% |