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 | $116,882 | $89,367+30.8% | $141,191-17.2% | $72,975+60.2% |
| Participation rate | 30.0% | 75.1%-45.1pp | 82.5%-52.5pp | 69.5%-39.5pp |
| Annual return | 21.27% | 111.87%-90.6pp | 71.41%-50.1pp | 81.01%-59.7pp |
| Employer contribution / active EE | $842 | $3,115-73.0% | $4,736-82.2% | $2,440-65.5% |
| Participant deferral / active EE | $1,667 | $5,419-69.2% | $6,710-75.2% | $3,608-53.8% |
| Admin fee / account holder | $5,792 | $5,957-2.8% | $10,264-43.6% | $5,124+13.0% |