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 | $55,029 | $213,785-74.3% | $185,441-70.3% | $155,188-64.5% |
| Participation rate | 37.5% | 83.2%-45.7pp | 80.3%-42.8pp | 80.8%-43.3pp |
| Annual return | 9.47% | 19.97%-10.5pp | 20.16%-10.7pp | 148.84%-139.4pp |
| Employer contribution / active EE | $1,236 | $5,393-77.1% | $4,672-73.5% | $4,248-70.9% |
| Participant deferral / active EE | $1,694 | $6,864-75.3% | $6,152-72.5% | $6,531-74.1% |
| Admin fee / account holder | $721 | $21,134-96.6% | $17,890-96.0% | $14,480-95.0% |