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 | $47,463 | $198,457-76.1% | $170,435-72.2% | $147,586-67.8% |
| Participation rate | 62.5% | 88.0%-25.5pp | 83.6%-21.1pp | 82.8%-20.3pp |
| Annual return | 9.24% | 257.30%-248.1pp | 205.94%-196.7pp | 578.59%-569.3pp |
| Employer contribution / active EE | $1,390 | $6,183-77.5% | $5,432-74.4% | $4,876-71.5% |
| Participant deferral / active EE | $1,760 | $5,629-68.7% | $4,939-64.4% | $5,439-67.6% |
| Admin fee / account holder | $301 | $16,852-98.2% | $13,881-97.8% | $10,886-97.2% |