Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $111,094 | $78,520+41.5% | $96,576+15.0% | $82,448+34.7% |
| Participation rate | 55.6% | 77.7%-22.2pp | 81.4%-25.9pp | 68.1%-12.5pp |
| Annual return | 15.82% | 41.30%-25.5pp | 38.47%-22.7pp | 41.64%-25.8pp |
| Employer contribution / active EE | $132 | $2,630-95.0% | $3,553-96.3% | $2,551-94.8% |
| Participant deferral / active EE | $1,050 | $6,754-84.5% | $7,956-86.8% | $4,139-74.6% |
| Admin fee / account holder | $1,389 | $13,455-89.7% | $11,381-87.8% | $7,234-80.8% |