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 | $146,805 | $107,666+36.4% | $102,184+43.7% | $154,746-5.1% |
| Participation rate | 66.7% | 83.7%-17.1pp | 82.6%-15.9pp | 80.7%-14.0pp |
| Annual return | 18.55% | 29.33%-10.8pp | 31.58%-13.0pp | 172.34%-153.8pp |
| Employer contribution / active EE | $1,803 | $3,846-53.1% | $3,594-49.8% | $4,379-58.8% |
| Participant deferral / active EE | $2,396 | $8,719-72.5% | $8,309-71.2% | $6,730-64.4% |
| Admin fee / account holder | $3,036 | $12,943-76.5% | $11,609-73.8% | $14,365-78.9% |