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 | $101,257 | $86,949+16.5% | $102,460-1.2% | $80,959+25.1% |
| Participation rate | 42.3% | 72.4%-30.1pp | 76.5%-34.2pp | 67.7%-25.4pp |
| Annual return | 13.92% | 18.89%-5.0pp | 29.47%-15.5pp | 35.67%-21.7pp |
| Employer contribution / active EE | $1,111 | $2,370-53.1% | $3,025-63.3% | $2,757-59.7% |
| Participant deferral / active EE | $1,732 | $4,121-58.0% | $5,056-65.7% | $4,300-59.7% |
| Admin fee / account holder | $565 | $8,048-93.0% | $9,460-94.0% | $6,925-91.8% |