Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $127,637 | $108,825+17.3% | $156,181-18.3% | $82,448+54.8% |
| Participation rate | 22.9% | 72.4%-49.5pp | 78.8%-55.9pp | 68.1%-45.2pp |
| Annual return | 15.19% | 20.59%-5.4pp | 64.87%-49.7pp | 41.64%-26.4pp |
| Employer contribution / active EE | $1,129 | $2,870-60.7% | $4,294-73.7% | $2,551-55.7% |
| Participant deferral / active EE | $1,129 | $4,577-75.3% | $6,132-81.6% | $4,139-72.7% |
| Admin fee / account holder | $1,083 | $9,341-88.4% | $14,586-92.6% | $7,234-85.0% |