Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $77,678 | $201,370-61.4% | $184,256-57.8% | $145,897-46.8% |
| Participation rate | 66.7% | 87.5%-20.8pp | 86.8%-20.2pp | 80.3%-13.6pp |
| Annual return | 11.41% | 29.05%-17.6pp | 28.85%-17.4pp | 552.29%-540.9pp |
| Employer contribution / active EE | $12,000 | $7,024+70.9% | $6,427+86.7% | $4,663+157.4% |
| Participant deferral / active EE | $2,861 | $9,808-70.8% | $9,133-68.7% | $6,689-57.2% |
| Admin fee / account holder | $710 | $16,364-95.7% | $13,899-94.9% | $13,390-94.7% |