Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $19,408 | $174,379-88.9% | $152,093-87.2% | $138,895-86.0% |
| Participation rate | 59.1% | 81.6%-22.6pp | 77.8%-18.7pp | 79.9%-20.8pp |
| Annual return | 17.83% | 74.86%-57.0pp | 66.36%-48.5pp | 145.39%-127.6pp |
| Employer contribution / active EE | $1,263 | $4,652-72.8% | $4,175-69.7% | $4,194-69.9% |
| Participant deferral / active EE | $1,647 | $6,159-73.3% | $5,451-69.8% | $6,396-74.3% |
| Admin fee / account holder | $865 | $16,880-94.9% | $14,497-94.0% | $12,562-93.1% |