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 | $45,433 | $63,346-28.3% | $92,240-50.7% | $70,126-35.2% |
| Participation rate | 58.8% | 68.7%-9.8pp | 76.5%-17.7pp | 69.5%-10.7pp |
| Annual return | 22.60% | 530.19%-507.6pp | 176.29%-153.7pp | 73.15%-50.5pp |
| Employer contribution / active EE | $4,635 | $2,471+87.6% | $3,680+26.0% | $2,343+97.9% |
| Participant deferral / active EE | $989 | $2,854-65.3% | $3,897-74.6% | $3,332-70.3% |
| Admin fee / account holder | $3,973 | $3,841+3.4% | $5,194-23.5% | $4,645-14.5% |