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 | $144,626 | $81,504+77.4% | $102,437+41.2% | $80,959+78.6% |
| Participation rate | 36.1% | 66.9%-30.7pp | 74.5%-38.4pp | 67.7%-31.6pp |
| Annual return | 10.45% | 25.60%-15.1pp | 24.95%-14.5pp | 35.67%-25.2pp |
| Employer contribution / active EE | $1,138 | $3,104-63.3% | $3,871-70.6% | $2,757-58.7% |
| Participant deferral / active EE | $1,507 | $3,871-61.1% | $5,060-70.2% | $4,300-65.0% |
| Admin fee / account holder | $1,502 | $6,719-77.6% | $8,388-82.1% | $6,925-78.3% |