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 | $93,743 | $105,158-10.9% | $94,672-1.0% | $139,487-32.8% |
| Participation rate | 66.7% | 82.4%-15.7pp | 80.8%-14.2pp | 80.3%-13.7pp |
| Annual return | 13.91% | 38.11%-24.2pp | 156.89%-143.0pp | 373.84%-359.9pp |
| Employer contribution / active EE | $899 | $4,107-78.1% | $3,673-75.5% | $4,755-81.1% |
| Participant deferral / active EE | $1,798 | $7,599-76.3% | $7,417-75.8% | $6,713-73.2% |
| Admin fee / account holder | $834 | $8,972-90.7% | $7,222-88.5% | $11,407-92.7% |