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 | $86,792 | $165,381-47.5% | $149,730-42.0% | $158,966-45.4% |
| Participation rate | 66.7% | 84.6%-17.9pp | 82.5%-15.8pp | 82.0%-15.3pp |
| Annual return | 18.10% | 348.29%-330.2pp | 276.70%-258.6pp | 302.95%-284.8pp |
| Employer contribution / active EE | $2,422 | $5,104-52.5% | $4,645-47.9% | $4,762-49.1% |
| Participant deferral / active EE | $1,412 | $7,182-80.3% | $6,843-79.4% | $5,983-76.4% |
| Admin fee / account holder | $1,447 | $10,809-86.6% | $9,310-84.5% | $11,250-87.1% |