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 | $87,628 | $87,037+0.7% | $106,201-17.5% | $80,874+8.4% |
| Participation rate | 61.5% | 70.4%-8.9pp | 75.3%-13.8pp | 67.6%-6.1pp |
| Annual return | 19.15% | 17.05%+2.1pp | 116.26%-97.1pp | 35.62%-16.5pp |
| Employer contribution / active EE | $877 | $2,396-63.4% | $3,170-72.3% | $2,756-68.2% |
| Participant deferral / active EE | $1,225 | $3,986-69.3% | $5,012-75.6% | $4,297-71.5% |
| Admin fee / account holder | $2,788 | $8,434-66.9% | $11,039-74.7% | $6,935-59.8% |