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 | $113,447 | $88,087+28.8% | $164,866-31.2% | $74,546+52.2% |
| Participation rate | 29.1% | 73.1%-43.9pp | 78.6%-49.5pp | 67.2%-38.1pp |
| Annual return | 18.05% | 17.27%+0.8pp | 69.97%-51.9pp | 1366.03%-1348.0pp |
| Employer contribution / active EE | $1,628 | $2,595-37.3% | $4,343-62.5% | $2,624-38.0% |
| Participant deferral / active EE | $2,076 | $4,499-53.9% | $6,033-65.6% | $4,347-52.2% |
| Admin fee / account holder | $7,129 | $2,232+219.5% | $12,689-43.8% | $1,944+266.8% |