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 | $58,055 | $134,817-56.9% | $123,973-53.2% | $155,188-62.6% |
| Participation rate | 69.6% | 79.4%-9.8pp | 76.7%-7.1pp | 80.8%-11.2pp |
| Annual return | 15.59% | 515.49%-499.9pp | 388.13%-372.5pp | 148.84%-133.2pp |
| Employer contribution / active EE | $12,965 | $4,425+193.0% | $4,126+214.3% | $4,248+205.2% |
| Participant deferral / active EE | $978 | $5,706-82.9% | $5,247-81.4% | $6,531-85.0% |
| Admin fee / account holder | $1,461 | $13,245-89.0% | $11,799-87.6% | $14,480-89.9% |