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 | $146,275 | $56,121+160.6% | $92,985+57.3% | $64,340+127.3% |
| Participation rate | 24.3% | 44.9%-20.6pp | 69.5%-45.2pp | 55.2%-30.9pp |
| Annual return | 14.17% | 19.19%-5.0pp | 27.99%-13.8pp | 24.14%-10.0pp |
| Employer contribution / active EE | $0 | $1,351-100.0% | $2,662-100.0% | $1,862-100.0% |
| Participant deferral / active EE | $878 | $2,362-62.8% | $4,377-79.9% | $2,980-70.5% |
| Admin fee / account holder | $1,942 | $6,869-71.7% | $9,463-79.5% | $3,703-47.5% |