Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $94,380 | $61,605+53.2% | $112,273-15.9% | $75,173+25.5% |
| Participation rate | 36.5% | 61.7%-25.1pp | 72.4%-35.9pp | 67.2%-30.7pp |
| Annual return | 18.61% | 28.47%-9.9pp | 30.23%-11.6pp | 160.72%-142.1pp |
| Employer contribution / active EE | $544 | $2,015-73.0% | $3,431-84.1% | $2,671-79.6% |
| Participant deferral / active EE | $845 | $3,108-72.8% | $4,800-82.4% | $4,126-79.5% |
| Admin fee / account holder | $3,489 | $4,862-28.2% | $7,752-55.0% | $5,651-38.3% |