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 | $88,544 | $213,785-58.6% | $185,441-52.3% | $155,188-42.9% |
| Participation rate | 42.9% | 83.2%-40.4pp | 80.3%-37.4pp | 80.8%-37.9pp |
| Annual return | 14.44% | 19.97%-5.5pp | 20.16%-5.7pp | 148.84%-134.4pp |
| Employer contribution / active EE | $1,194 | $5,393-77.9% | $4,672-74.4% | $4,248-71.9% |
| Participant deferral / active EE | $1,913 | $6,864-72.1% | $6,152-68.9% | $6,531-70.7% |
| Admin fee / account holder | $646 | $21,134-96.9% | $17,890-96.4% | $14,480-95.5% |