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 | $186,040 | $157,276+18.3% | $141,177+31.8% | $152,885+21.7% |
| Participation rate | 28.6% | 84.8%-56.3pp | 82.5%-53.9pp | 82.5%-53.9pp |
| Annual return | 18.49% | 64.33%-45.8pp | 71.40%-52.9pp | 345.39%-326.9pp |
| Employer contribution / active EE | $1,217 | $5,262-76.9% | $4,736-74.3% | $4,763-74.5% |
| Participant deferral / active EE | $2,297 | $7,110-67.7% | $6,710-65.8% | $5,851-60.7% |
| Admin fee / account holder | $8,452 | $12,123-30.3% | $10,263-17.6% | $11,598-27.1% |