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 | $60,400 | $165,381-63.5% | $149,730-59.7% | $158,966-62.0% |
| Participation rate | 64.7% | 84.6%-19.9pp | 82.5%-17.8pp | 82.0%-17.3pp |
| Annual return | 16.70% | 348.29%-331.6pp | 276.70%-260.0pp | 302.95%-286.3pp |
| Employer contribution / active EE | $971 | $5,104-81.0% | $4,645-79.1% | $4,762-79.6% |
| Participant deferral / active EE | $2,108 | $7,182-70.6% | $6,843-69.2% | $5,983-64.8% |
| Admin fee / account holder | $3,103 | $10,809-71.3% | $9,310-66.7% | $11,250-72.4% |