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 | $161,599 | $77,358+108.9% | $102,184+58.1% | $87,485+84.7% |
| Participation rate | 60.7% | 78.7%-18.0pp | 82.6%-21.9pp | 68.9%-8.2pp |
| Annual return | 14.37% | 41.11%-26.7pp | 31.58%-17.2pp | 26.06%-11.7pp |
| Employer contribution / active EE | $828 | $2,562-67.7% | $3,594-77.0% | $2,596-68.1% |
| Participant deferral / active EE | $2,592 | $6,753-61.6% | $8,309-68.8% | $4,274-39.3% |
| Admin fee / account holder | $2,936 | $6,809-56.9% | $11,609-74.7% | $7,775-62.2% |