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 | $142,976 | $162,136-11.8% | $152,301-6.1% | $154,746-7.6% |
| Participation rate | 56.5% | 84.1%-27.6pp | 82.4%-25.9pp | 80.7%-24.2pp |
| Annual return | 17.64% | 91.02%-73.4pp | 80.50%-62.9pp | 172.34%-154.7pp |
| Employer contribution / active EE | $1,254 | $4,890-74.4% | $4,624-72.9% | $4,379-71.4% |
| Participant deferral / active EE | $2,360 | $8,341-71.7% | $8,004-70.5% | $6,730-64.9% |
| Admin fee / account holder | $12,717 | $15,759-19.3% | $14,398-11.7% | $14,365-11.5% |