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 | $62,621 | $106,749-41.3% | $145,433-56.9% | $82,448-24.0% |
| Participation rate | 65.4% | 75.6%-10.3pp | 82.1%-16.7pp | 68.1%-2.7pp |
| Annual return | 40.26% | 27.59%+12.7pp | 66.58%-26.3pp | 41.64%-1.4pp |
| Employer contribution / active EE | $1,048 | $3,444-69.6% | $4,554-77.0% | $2,551-58.9% |
| Participant deferral / active EE | $2,456 | $6,519-62.3% | $7,897-68.9% | $4,139-40.7% |
| Admin fee / account holder | $1,919 | $8,390-77.1% | $13,129-85.4% | $7,234-73.5% |