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 | $212,386-69.2% | $199,883-67.3% | $138,895-53.0% |
| Participation rate | 66.7% | 87.4%-20.7pp | 86.8%-20.1pp | 79.9%-13.3pp |
| Annual return | 16.93% | 47.75%-30.8pp | 43.81%-26.9pp | 145.39%-128.5pp |
| Employer contribution / active EE | $3,759 | $6,625-43.3% | $6,261-40.0% | $4,194-10.4% |
| Participant deferral / active EE | $1,823 | $9,617-81.0% | $9,138-80.1% | $6,396-71.5% |
| Admin fee / account holder | $6,366 | $18,233-65.1% | $17,268-63.1% | $12,562-49.3% |