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 | $140,691 | $171,492-18.0% | $150,734-6.7% | $198,609-29.2% |
| Participation rate | 41.7% | 81.4%-39.7pp | 78.4%-36.8pp | 82.4%-40.7pp |
| Annual return | 13.69% | 804.70%-791.0pp | 600.81%-587.1pp | 202.70%-189.0pp |
| Employer contribution / active EE | $0 | $5,470-100.0% | $4,918-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $931 | $6,259-85.1% | $5,610-83.4% | $6,977-86.7% |
| Admin fee / account holder | $1,647 | $17,628-90.7% | $14,905-89.0% | $19,030-91.3% |