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 | $102,077 | $72,486+40.8% | $87,103+17.2% | $72,976+39.9% |
| Participation rate | 67.5% | 72.8%-5.3pp | 76.9%-9.4pp | 69.5%-2.0pp |
| Annual return | 19.68% | 24.46%-4.8pp | 28.19%-8.5pp | 81.02%-61.3pp |
| Employer contribution / active EE | $883 | $1,894-53.4% | $2,521-65.0% | $2,440-63.8% |
| Participant deferral / active EE | $1,405 | $3,270-57.0% | $4,049-65.3% | $3,608-61.0% |
| Admin fee / account holder | $10,452 | $5,055+106.8% | $7,491+39.5% | $5,124+104.0% |