Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $171,195 | $165,361+3.5% | $149,715+14.3% | $158,950+7.7% |
| Participation rate | 57.1% | 84.6%-27.4pp | 82.5%-25.3pp | 82.0%-24.8pp |
| Annual return | 28.03% | 348.24%-320.2pp | 276.66%-248.6pp | 302.91%-274.9pp |
| Employer contribution / active EE | $1,305 | $5,103-74.4% | $4,645-71.9% | $4,762-72.6% |
| Participant deferral / active EE | $1,925 | $7,182-73.2% | $6,842-71.9% | $5,983-67.8% |
| Admin fee / account holder | $1,086 | $10,808-90.0% | $9,310-88.3% | $11,248-90.3% |