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 | $68,779 | $155,555-55.8% | $146,866-53.2% | $155,188-55.7% |
| Participation rate | 56.3% | 84.0%-27.7pp | 82.5%-26.3pp | 80.8%-24.6pp |
| Annual return | 14.98% | 115.41%-100.4pp | 102.85%-87.9pp | 148.84%-133.9pp |
| Employer contribution / active EE | $1,152 | $4,647-75.2% | $4,425-74.0% | $4,248-72.9% |
| Participant deferral / active EE | $1,183 | $8,044-85.3% | $7,759-84.8% | $6,531-81.9% |
| Admin fee / account holder | $1,081 | $14,755-92.7% | $13,620-92.1% | $14,480-92.5% |