Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $116,574 | $88,672+31.5% | $105,223+10.8% | $82,448+41.4% |
| Participation rate | 31.6% | 67.9%-36.3pp | 75.0%-43.4pp | 68.1%-36.4pp |
| Annual return | 21.72% | 30.86%-9.1pp | 180.65%-158.9pp | 41.64%-19.9pp |
| Employer contribution / active EE | $1,671 | $3,048-45.2% | $3,689-54.7% | $2,551-34.5% |
| Participant deferral / active EE | $1,577 | $4,036-60.9% | $5,072-68.9% | $4,139-61.9% |
| Admin fee / account holder | $3,804 | $7,146-46.8% | $8,859-57.1% | $7,234-47.4% |