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 | $169,175 | $65,367+158.8% | $92,915+82.1% | $72,976+131.8% |
| Participation rate | 17.3% | 68.3%-51.0pp | 76.0%-58.7pp | 69.5%-52.2pp |
| Annual return | 23.34% | 42.11%-18.8pp | 109.45%-86.1pp | 81.02%-57.7pp |
| Employer contribution / active EE | $600 | $2,594-76.9% | $3,653-83.6% | $2,440-75.4% |
| Participant deferral / active EE | $963 | $3,128-69.2% | $4,238-77.3% | $3,608-73.3% |
| Admin fee / account holder | $8,918 | $4,251+109.8% | $5,796+53.9% | $5,124+74.0% |