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 | $87,096 | $80,983+7.5% | $96,544-9.8% | $75,177+15.9% |
| Participation rate | 35.4% | 71.8%-36.4pp | 76.0%-40.6pp | 67.2%-31.8pp |
| Annual return | 18.09% | 27.05%-9.0pp | 25.88%-7.8pp | 160.75%-142.7pp |
| Employer contribution / active EE | $0 | $2,282-100.0% | $2,966-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $847 | $3,929-78.4% | $4,851-82.5% | $4,126-79.5% |
| Admin fee / account holder | $4,003 | $6,717-40.4% | $8,254-51.5% | $5,651-29.2% |