Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $30,788 | $158,393-80.6% | $143,412-78.5% | $155,188-80.2% |
| Participation rate | 62.5% | 79.7%-17.2pp | 78.5%-16.0pp | 80.8%-18.3pp |
| Annual return | 16.72% | 324.22%-307.5pp | 256.99%-240.3pp | 148.84%-132.1pp |
| Employer contribution / active EE | $657 | $3,911-83.2% | $3,748-82.5% | $4,248-84.5% |
| Participant deferral / active EE | $861 | $7,193-88.0% | $6,816-87.4% | $6,531-86.8% |
| Admin fee / account holder | $860 | $12,964-93.4% | $11,396-92.5% | $14,480-94.1% |