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 | $98,552 | $106,524-7.5% | $152,301-35.3% | $87,485+12.7% |
| Participation rate | 23.1% | 75.8%-52.7pp | 82.4%-59.4pp | 68.9%-45.9pp |
| Annual return | 17.02% | 26.89%-9.9pp | 80.50%-63.5pp | 26.06%-9.0pp |
| Employer contribution / active EE | $732 | $3,371-78.3% | $4,624-84.2% | $2,596-71.8% |
| Participant deferral / active EE | $2,126 | $6,525-67.4% | $8,004-73.4% | $4,274-50.3% |
| Admin fee / account holder | $893 | $8,287-89.2% | $14,398-93.8% | $7,775-88.5% |