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 | $77,240 | $76,642+0.8% | $146,866-47.4% | $65,306+18.3% |
| Participation rate | 9.9% | 61.2%-51.3pp | 82.5%-72.6pp | 57.7%-47.7pp |
| Annual return | 16.61% | 33.40%-16.8pp | 102.85%-86.2pp | 21.94%-5.3pp |
| Employer contribution / active EE | $663 | $2,621-74.7% | $4,425-85.0% | $1,967-66.3% |
| Participant deferral / active EE | $896 | $4,864-81.6% | $7,759-88.5% | $2,959-69.7% |
| Admin fee / account holder | $5,002 | $3,960+26.3% | $13,620-63.3% | $3,480+43.7% |