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 | $126,998 | $89,367+42.1% | $141,191-10.1% | $72,975+74.0% |
| Participation rate | 30.4% | 75.1%-44.7pp | 82.5%-52.0pp | 69.5%-39.1pp |
| Annual return | 77.12% | 111.87%-34.7pp | 71.41%+5.7pp | 81.01%-3.9pp |
| Employer contribution / active EE | $0 | $3,115-100.0% | $4,736-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,411 | $5,419-74.0% | $6,710-79.0% | $3,608-60.9% |
| Admin fee / account holder | $18,784 | $5,957+215.3% | $10,264+83.0% | $5,124+266.6% |