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 | $172,424 | $84,953+103.0% | $163,379+5.5% | $82,637+108.7% |
| Participation rate | 36.7% | 65.9%-29.3pp | 76.8%-40.2pp | 68.1%-31.4pp |
| Annual return | 16.37% | 23.07%-6.7pp | 63.41%-47.0pp | 53.51%-37.1pp |
| Employer contribution / active EE | $839 | $2,183-61.6% | $3,752-77.6% | $2,552-67.1% |
| Participant deferral / active EE | $1,008 | $4,326-76.7% | $6,282-83.9% | $4,126-75.6% |
| Admin fee / account holder | $4,621 | $7,921-41.7% | $9,818-52.9% | $7,339-37.0% |