Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $57,512 | $162,136-64.5% | $152,301-62.2% | $154,746-62.8% |
| Participation rate | 66.7% | 84.1%-17.4pp | 82.4%-15.8pp | 80.7%-14.0pp |
| Annual return | 16.09% | 91.02%-74.9pp | 80.50%-64.4pp | 172.34%-156.3pp |
| Employer contribution / active EE | $1,274 | $4,890-73.9% | $4,624-72.5% | $4,379-70.9% |
| Participant deferral / active EE | $1,274 | $8,341-84.7% | $8,004-84.1% | $6,730-81.1% |
| Admin fee / account holder | $1,060 | $15,759-93.3% | $14,398-92.6% | $14,365-92.6% |