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 | $230,142 | $157,276+46.3% | $141,177+63.0% | $152,885+50.5% |
| Participation rate | 66.7% | 84.8%-18.2pp | 82.5%-15.8pp | 82.5%-15.8pp |
| Annual return | 24.30% | 64.33%-40.0pp | 71.40%-47.1pp | 345.39%-321.1pp |
| Employer contribution / active EE | $8,333 | $5,262+58.4% | $4,736+76.0% | $4,763+75.0% |
| Participant deferral / active EE | $2,000 | $7,110-71.9% | $6,710-70.2% | $5,851-65.8% |
| Admin fee / account holder | $2,874 | $12,123-76.3% | $10,263-72.0% | $11,598-75.2% |