Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $26,873 | $154,228-82.6% | $145,433-81.5% | $137,256-80.4% |
| Participation rate | 16.7% | 83.8%-67.1pp | 82.1%-65.5pp | 80.0%-63.3pp |
| Annual return | 26.34% | 74.59%-48.3pp | 66.58%-40.2pp | 220.34%-194.0pp |
| Employer contribution / active EE | $1,026 | $4,804-78.6% | $4,554-77.5% | $4,156-75.3% |
| Participant deferral / active EE | $1,245 | $8,216-84.8% | $7,897-84.2% | $6,407-80.6% |
| Admin fee / account holder | $843 | $14,344-94.1% | $13,129-93.6% | $12,270-93.1% |