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 | $50,450 | $56,894-11.3% | $84,753-40.5% | $62,881-19.8% |
| Participation rate | 58.8% | 68.5%-9.7pp | 76.6%-17.8pp | 69.3%-10.5pp |
| Annual return | 6.74% | 6.30%+0.4pp | 22.78%-16.0pp | 20.14%-13.4pp |
| Employer contribution / active EE | $5,886 | $2,400+145.3% | $3,574+64.7% | $2,281+158.1% |
| Participant deferral / active EE | $701 | $2,709-74.1% | $3,712-81.1% | $3,203-78.1% |
| Admin fee / account holder | $4,579 | $3,581+27.9% | $5,333-14.1% | $4,296+6.6% |