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 | $150,984 | $95,453+58.2% | $112,040+34.8% | $82,448+83.1% |
| Participation rate | 34.0% | 72.8%-38.8pp | 76.5%-42.5pp | 68.1%-34.1pp |
| Annual return | 14.17% | 23.92%-9.7pp | 24.52%-10.3pp | 41.64%-27.5pp |
| Employer contribution / active EE | $0 | $2,318-100.0% | $2,954-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,593 | $4,224-62.3% | $5,098-68.8% | $4,139-61.5% |
| Admin fee / account holder | $3,914 | $9,013-56.6% | $12,098-67.7% | $7,234-45.9% |