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 | $212,503 | $64,920+227.3% | $103,693+104.9% | $86,983+144.3% |
| Participation rate | 8.3% | 63.6%-55.3pp | 72.6%-64.3pp | 69.5%-61.2pp |
| Annual return | 16.74% | 30.29%-13.6pp | 47.61%-30.9pp | 25.83%-9.1pp |
| Employer contribution / active EE | $0 | $2,141-100.0% | $2,920-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $73 | $3,241-97.7% | $4,579-98.4% | $4,194-98.3% |
| Admin fee / account holder | $1,882 | $6,191-69.6% | $7,858-76.0% | $7,856-76.0% |