Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $69,278 | $181,062-61.7% | $158,223-56.2% | $155,188-55.4% |
| Participation rate | 28.6% | 82.7%-54.1pp | 79.2%-50.6pp | 80.8%-52.2pp |
| Annual return | 11.45% | 57.39%-45.9pp | 52.09%-40.6pp | 148.84%-137.4pp |
| Employer contribution / active EE | $1,257 | $4,565-72.5% | $4,109-69.4% | $4,248-70.4% |
| Participant deferral / active EE | $1,643 | $6,134-73.2% | $5,467-69.9% | $6,531-74.8% |
| Admin fee / account holder | $371 | $18,825-98.0% | $16,047-97.7% | $14,480-97.4% |