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 | $68,727 | $62,672+9.7% | $185,117-62.9% | $70,126-2.0% |
| Participation rate | 21.7% | 63.8%-42.0pp | 77.3%-55.5pp | 69.5%-47.8pp |
| Annual return | 14.73% | 40.79%-26.1pp | 40.50%-25.8pp | 73.15%-58.4pp |
| Employer contribution / active EE | $519 | $1,753-70.4% | $4,182-87.6% | $2,343-77.9% |
| Participant deferral / active EE | $1,078 | $3,272-67.1% | $5,045-78.6% | $3,332-67.7% |
| Admin fee / account holder | $7,418 | $3,932+88.7% | $8,159-9.1% | $4,645+59.7% |