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 | $173,942 | $65,027+167.5% | $90,970+91.2% | $79,852+117.8% |
| Participation rate | 31.5% | 61.6%-30.1pp | 69.0%-37.6pp | 69.6%-38.2pp |
| Annual return | 14.76% | 30.45%-15.7pp | 134.58%-119.8pp | 31.72%-17.0pp |
| Employer contribution / active EE | $379 | $1,247-69.6% | $2,122-82.1% | $2,471-84.7% |
| Participant deferral / active EE | $1,081 | $2,512-57.0% | $3,373-67.9% | $3,740-71.1% |
| Admin fee / account holder | $1,421 | $4,535-68.7% | $5,960-76.2% | $5,306-73.2% |