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 | $88,040 | $79,961+10.1% | $98,462-10.6% | $75,177+17.1% |
| Participation rate | 69.0% | 70.4%-1.4pp | 75.2%-6.2pp | 67.2%+1.8pp |
| Annual return | 13.47% | 19.75%-6.3pp | 21.17%-7.7pp | 160.75%-147.3pp |
| Employer contribution / active EE | $862 | $2,264-61.9% | $3,049-71.7% | $2,671-67.7% |
| Participant deferral / active EE | $1,059 | $3,753-71.8% | $4,738-77.6% | $4,126-74.3% |
| Admin fee / account holder | $1,955 | $6,842-71.4% | $8,875-78.0% | $5,651-65.4% |