Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $102,409 | $65,367+56.7% | $92,915+10.2% | $72,976+40.3% |
| Participation rate | 22.4% | 68.3%-45.9pp | 76.0%-53.6pp | 69.5%-47.0pp |
| Annual return | 20.77% | 42.11%-21.3pp | 109.45%-88.7pp | 81.02%-60.2pp |
| Employer contribution / active EE | $7,883 | $2,594+203.9% | $3,653+115.8% | $2,440+223.1% |
| Participant deferral / active EE | $194 | $3,128-93.8% | $4,238-95.4% | $3,608-94.6% |
| Admin fee / account holder | $3,336 | $4,251-21.5% | $5,796-42.4% | $5,124-34.9% |