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 | $105,546 | $228,395-53.8% | $185,861-43.2% | $158,982-33.6% |
| Participation rate | 50.0% | 82.3%-32.3pp | 78.0%-28.0pp | 82.0%-32.0pp |
| Annual return | 13.16% | 40.82%-27.7pp | 35.96%-22.8pp | 302.99%-289.8pp |
| Employer contribution / active EE | $950 | $4,968-80.9% | $4,088-76.8% | $4,763-80.1% |
| Participant deferral / active EE | $1,163 | $6,417-81.9% | $5,634-79.4% | $5,983-80.6% |
| Admin fee / account holder | $518 | $11,869-95.6% | $9,503-94.5% | $11,252-95.4% |