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 | $40,863 | $201,372-79.7% | $184,260-77.8% | $145,884-72.0% |
| Participation rate | 54.5% | 87.5%-32.9pp | 86.8%-32.3pp | 80.3%-25.8pp |
| Annual return | 10.14% | 29.04%-18.9pp | 28.84%-18.7pp | 551.85%-541.7pp |
| Employer contribution / active EE | $2,341 | $7,024-66.7% | $6,427-63.6% | $4,662-49.8% |
| Participant deferral / active EE | $2,686 | $9,808-72.6% | $9,133-70.6% | $6,690-59.9% |
| Admin fee / account holder | $1,570 | $16,362-90.4% | $13,898-88.7% | $13,392-88.3% |