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 | $75,766 | $110,240-31.3% | $96,544-21.5% | $139,487-45.7% |
| Participation rate | 35.7% | 78.1%-42.4pp | 76.0%-40.3pp | 80.3%-44.6pp |
| Annual return | 18.08% | 26.41%-8.3pp | 25.88%-7.8pp | 373.84%-355.8pp |
| Employer contribution / active EE | $1,046 | $3,622-71.1% | $2,966-64.7% | $4,755-78.0% |
| Participant deferral / active EE | $1,214 | $5,549-78.1% | $4,851-75.0% | $6,713-81.9% |
| Admin fee / account holder | $3,990 | $11,602-65.6% | $8,254-51.7% | $11,407-65.0% |