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 | $91,991 | $61,660+49.2% | $80,022+15.0% | $64,173+43.3% |
| Participation rate | 32.1% | 71.7%-39.6pp | 75.8%-43.8pp | 69.6%-37.5pp |
| Annual return | 13.28% | -0.33%+13.6pp | 11.22%+2.1pp | 7.63%+5.6pp |
| Employer contribution / active EE | $725 | $1,810-59.9% | $2,468-70.6% | $2,381-69.5% |
| Participant deferral / active EE | $1,011 | $2,968-65.9% | $3,686-72.6% | $3,470-70.9% |
| Admin fee / account holder | $1,792 | $5,417-66.9% | $6,521-72.5% | $4,887-63.3% |