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 | $33,661 | $198,461-83.0% | $170,436-80.3% | $147,585-77.2% |
| Participation rate | 47.4% | 88.0%-40.6pp | 83.6%-36.2pp | 82.8%-35.5pp |
| Annual return | 13.43% | 257.30%-243.9pp | 205.94%-192.5pp | 578.57%-565.1pp |
| Employer contribution / active EE | $0 | $6,184-100.0% | $5,433-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $1,848 | $5,629-67.2% | $4,939-62.6% | $5,439-66.0% |
| Admin fee / account holder | $531 | $16,852-96.8% | $13,880-96.2% | $10,885-95.1% |