Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $213,063 | $100,203+112.6% | $85,240+150.0% | $145,897+46.0% |
| Participation rate | 20.0% | 74.1%-54.1pp | 67.5%-47.5pp | 80.3%-60.3pp |
| Annual return | 23.66% | 84.28%-60.6pp | 66.75%-43.1pp | 552.29%-528.6pp |
| Employer contribution / active EE | $595 | $3,242-81.7% | $2,735-78.3% | $4,663-87.2% |
| Participant deferral / active EE | $595 | $5,299-88.8% | $4,527-86.9% | $6,689-91.1% |
| Admin fee / account holder | $18,672 | $7,265+157.0% | $6,165+202.9% | $13,390+39.4% |