Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $80,231 | $166,089-51.7% | $164,928-51.4% | $145,978-45.0% |
| Participation rate | 40.0% | 82.0%-42.0pp | 78.6%-38.6pp | 80.3%-40.3pp |
| Annual return | 11.16% | 100.26%-89.1pp | 70.08%-58.9pp | 550.52%-539.4pp |
| Employer contribution / active EE | $1,334 | $5,276-74.7% | $4,343-69.3% | $4,662-71.4% |
| Participant deferral / active EE | $1,357 | $6,961-80.5% | $6,034-77.5% | $6,690-79.7% |
| Admin fee / account holder | $4,715 | $16,641-71.7% | $12,684-62.8% | $13,400-64.8% |