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 | $167,836 | $126,661+32.5% | $113,397+48.0% | $138,895+20.8% |
| Participation rate | 41.2% | 79.4%-38.3pp | 76.5%-35.3pp | 79.9%-38.7pp |
| Annual return | 13.48% | 25.05%-11.6pp | 23.20%-9.7pp | 145.39%-131.9pp |
| Employer contribution / active EE | $1,858 | $3,456-46.2% | $2,977-37.6% | $4,194-55.7% |
| Participant deferral / active EE | $1,739 | $5,693-69.5% | $5,076-65.7% | $6,396-72.8% |
| Admin fee / account holder | $8,160 | $14,549-43.9% | $11,957-31.8% | $12,562-35.0% |