Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $93,620 | $99,875-6.3% | $146,866-36.3% | $86,983+7.6% |
| Participation rate | 28.1% | 75.8%-47.7pp | 82.5%-54.4pp | 69.5%-41.4pp |
| Annual return | 14.22% | 28.10%-13.9pp | 102.85%-88.6pp | 25.83%-11.6pp |
| Employer contribution / active EE | $865 | $3,224-73.2% | $4,425-80.5% | $2,584-66.5% |
| Participant deferral / active EE | $2,114 | $6,322-66.6% | $7,759-72.8% | $4,194-49.6% |
| Admin fee / account holder | $1,017 | $7,838-87.0% | $13,620-92.5% | $7,856-87.1% |