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 | $65,321 | $209,336-68.8% | $197,124-66.9% | $137,256-52.4% |
| Participation rate | 66.7% | 87.3%-20.6pp | 86.7%-20.0pp | 80.0%-13.3pp |
| Annual return | 16.93% | 48.09%-31.2pp | 44.34%-27.4pp | 220.34%-203.4pp |
| Employer contribution / active EE | $3,759 | $6,591-43.0% | $6,227-39.6% | $4,156-9.6% |
| Participant deferral / active EE | $1,823 | $9,614-81.0% | $9,135-80.0% | $6,407-71.6% |
| Admin fee / account holder | $6,366 | $17,308-63.2% | $16,298-60.9% | $12,270-48.1% |