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 | $110,452 | $136,860-19.3% | $120,344-8.2% | $154,746-28.6% |
| Participation rate | 52.9% | 79.9%-26.9pp | 76.7%-23.8pp | 80.7%-27.8pp |
| Annual return | 14.90% | 21.38%-6.5pp | 20.30%-5.4pp | 172.34%-157.4pp |
| Employer contribution / active EE | $1,044 | $3,533-70.5% | $3,020-65.4% | $4,379-76.2% |
| Participant deferral / active EE | $1,561 | $5,793-73.1% | $5,135-69.6% | $6,730-76.8% |
| Admin fee / account holder | $1,177 | $15,393-92.4% | $12,742-90.8% | $14,365-91.8% |