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 | $30,948 | $134,817-77.0% | $123,973-75.0% | $155,188-80.1% |
| Participation rate | 27.3% | 79.4%-52.1pp | 76.7%-49.4pp | 80.8%-53.5pp |
| Annual return | 21.57% | 515.49%-493.9pp | 388.13%-366.6pp | 148.84%-127.3pp |
| Employer contribution / active EE | $920 | $4,425-79.2% | $4,126-77.7% | $4,248-78.3% |
| Participant deferral / active EE | $1,662 | $5,706-70.9% | $5,247-68.3% | $6,531-74.5% |
| Admin fee / account holder | $1,927 | $13,245-85.4% | $11,799-83.7% | $14,480-86.7% |