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 | $84,277 | $197,625-57.4% | $177,840-52.6% | $158,966-47.0% |
| Participation rate | 63.6% | 88.5%-24.9pp | 87.7%-24.1pp | 82.0%-18.3pp |
| Annual return | 20.38% | 58.76%-38.4pp | 48.32%-27.9pp | 302.95%-282.6pp |
| Employer contribution / active EE | $1,487 | $6,698-77.8% | $5,919-74.9% | $4,762-68.8% |
| Participant deferral / active EE | $1,602 | $8,405-80.9% | $7,714-79.2% | $5,983-73.2% |
| Admin fee / account holder | $2,989 | $15,405-80.6% | $12,431-76.0% | $11,250-73.4% |