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 | $103,918 | $57,140+81.9% | $85,240+21.9% | $80,959+28.4% |
| Participation rate | 11.1% | 56.4%-45.3pp | 67.5%-56.4pp | 67.7%-56.6pp |
| Annual return | 26.43% | 21.71%+4.7pp | 66.75%-40.3pp | 35.67%-9.2pp |
| Employer contribution / active EE | $327 | $1,802-81.9% | $2,735-88.1% | $2,757-88.2% |
| Participant deferral / active EE | $475 | $3,115-84.7% | $4,527-89.5% | $4,300-88.9% |
| Admin fee / account holder | $875 | $4,992-82.5% | $6,165-85.8% | $6,925-87.4% |