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 | $96,810 | $81,358+19.0% | $155,556-37.8% | $80,959+19.6% |
| Participation rate | 22.2% | 66.3%-44.0pp | 78.2%-56.0pp | 67.7%-45.4pp |
| Annual return | 12.33% | 33.39%-21.1pp | 64.84%-52.5pp | 35.67%-23.3pp |
| Employer contribution / active EE | $660 | $3,106-78.8% | $4,675-85.9% | $2,757-76.1% |
| Participant deferral / active EE | $799 | $3,455-76.9% | $5,631-85.8% | $4,300-81.4% |
| Admin fee / account holder | $679 | $7,994-91.5% | $15,885-95.7% | $6,925-90.2% |