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 | $23,325 | $185,312-87.4% | $161,489-85.6% | $154,746-84.9% |
| Participation rate | 69.2% | 82.5%-13.2pp | 78.7%-9.5pp | 80.7%-11.5pp |
| Annual return | 16.98% | 103.84%-86.9pp | 89.72%-72.7pp | 172.34%-155.4pp |
| Employer contribution / active EE | $1,001 | $4,769-79.0% | $4,268-76.6% | $4,379-77.1% |
| Participant deferral / active EE | $1,194 | $6,350-81.2% | $5,630-78.8% | $6,730-82.3% |
| Admin fee / account holder | $2,446 | $18,654-86.9% | $16,006-84.7% | $14,365-83.0% |