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 | $34,289 | $176,077-80.5% | $159,455-78.5% | $167,518-79.5% |
| Participation rate | 66.7% | 84.9%-18.3pp | 82.8%-16.2pp | 82.1%-15.4pp |
| Annual return | 17.26% | 331.83%-314.6pp | 263.63%-246.4pp | 478.71%-461.5pp |
| Employer contribution / active EE | $1,529 | $5,298-71.1% | $4,830-68.3% | $4,838-68.4% |
| Participant deferral / active EE | $1,835 | $7,751-76.3% | $7,353-75.0% | $6,342-71.1% |
| Admin fee / account holder | $382 | $12,556-97.0% | $10,800-96.5% | $12,312-96.9% |