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 | $156,248 | $177,595-12.0% | $148,496+5.2% | $198,609-21.3% |
| Participation rate | 62.5% | 79.3%-16.8pp | 76.0%-13.5pp | 82.4%-19.9pp |
| Annual return | 7.89% | 9.97%-2.1pp | 12.33%-4.4pp | 202.70%-194.8pp |
| Employer contribution / active EE | $0 | $4,098-100.0% | $3,497-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $844 | $5,539-84.8% | $4,808-82.5% | $6,977-87.9% |
| Admin fee / account holder | $18,856 | $27,010-30.2% | $19,547-3.5% | $19,030-0.9% |