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 | $151,089 | $174,379-13.4% | $152,093-0.7% | $138,895+8.8% |
| Participation rate | 55.6% | 81.6%-26.1pp | 77.8%-22.2pp | 79.9%-24.4pp |
| Annual return | 16.62% | 74.86%-58.2pp | 66.36%-49.7pp | 145.39%-128.8pp |
| Employer contribution / active EE | $1,115 | $4,652-76.0% | $4,175-73.3% | $4,194-73.4% |
| Participant deferral / active EE | $1,345 | $6,159-78.2% | $5,451-75.3% | $6,396-79.0% |
| Admin fee / account holder | $1,925 | $16,880-88.6% | $14,497-86.7% | $12,562-84.7% |