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 | $176,970 | $152,612+16.0% | $125,192+41.4% | $152,897+15.7% |
| Participation rate | 57.1% | 83.3%-26.2pp | 79.8%-22.6pp | 82.5%-25.3pp |
| Annual return | 20.53% | 54.85%-34.3pp | 43.79%-23.3pp | 345.43%-324.9pp |
| Employer contribution / active EE | $959 | $4,947-80.6% | $3,866-75.2% | $4,764-79.9% |
| Participant deferral / active EE | $1,155 | $5,868-80.3% | $4,937-76.6% | $5,851-80.3% |
| Admin fee / account holder | $7,047 | $13,437-47.6% | $9,704-27.4% | $11,599-39.2% |