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 | $146,365 | $86,940+68.4% | $102,434+42.9% | $80,935+80.8% |
| Participation rate | 26.2% | 72.4%-46.2pp | 76.5%-50.3pp | 67.7%-41.5pp |
| Annual return | 18.25% | 18.89%-0.6pp | 29.46%-11.2pp | 35.66%-17.4pp |
| Employer contribution / active EE | $0 | $2,370-100.0% | $3,023-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,574 | $4,121-61.8% | $5,055-68.9% | $4,299-63.4% |
| Admin fee / account holder | $2,817 | $8,047-65.0% | $9,462-70.2% | $6,924-59.3% |