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 | $111,784 | $81,487+37.2% | $102,412+9.2% | $80,935+38.1% |
| Participation rate | 20.9% | 66.8%-46.0pp | 74.5%-53.6pp | 67.7%-46.8pp |
| Annual return | 16.76% | 25.60%-8.8pp | 24.94%-8.2pp | 35.66%-18.9pp |
| Employer contribution / active EE | $0 | $3,103-100.0% | $3,870-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,122 | $3,871-71.0% | $5,060-77.8% | $4,299-73.9% |
| Admin fee / account holder | $17,604 | $6,717+162.1% | $8,388+109.9% | $6,924+154.2% |