Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $27,754 | $150,412-81.5% | $120,574-77.0% | $145,884-81.0% |
| Participation rate | 8.3% | 78.8%-70.5pp | 71.9%-63.6pp | 80.3%-72.0pp |
| Annual return | 14.44% | 154.50%-140.1pp | 107.42%-93.0pp | 551.85%-537.4pp |
| Employer contribution / active EE | $931 | $4,355-78.6% | $3,471-73.2% | $4,662-80.0% |
| Participant deferral / active EE | $1,046 | $6,175-83.1% | $4,996-79.1% | $6,690-84.4% |
| Admin fee / account holder | $2,719 | $12,224-77.8% | $9,445-71.2% | $13,392-79.7% |