Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $116,582 | $67,823+71.9% | $52,425+122.4% | $137,256-15.1% |
| Participation rate | 5.3% | 63.9%-58.6pp | 55.6%-50.4pp | 80.0%-74.7pp |
| Annual return | 14.17% | 219.11%-204.9pp | 302.12%-287.9pp | 220.34%-206.2pp |
| Employer contribution / active EE | $84 | $1,163-92.8% | $914-90.8% | $4,156-98.0% |
| Participant deferral / active EE | $175 | $2,288-92.4% | $1,790-90.2% | $6,407-97.3% |
| Admin fee / account holder | $861 | $2,844-69.7% | $2,495-65.5% | $12,270-93.0% |