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 | $73,773 | $107,666-31.5% | $102,184-27.8% | $154,746-52.3% |
| Participation rate | 30.0% | 83.7%-53.7pp | 82.6%-52.6pp | 80.7%-50.7pp |
| Annual return | 15.76% | 29.33%-13.6pp | 31.58%-15.8pp | 172.34%-156.6pp |
| Employer contribution / active EE | $855 | $3,846-77.8% | $3,594-76.2% | $4,379-80.5% |
| Participant deferral / active EE | $2,021 | $8,719-76.8% | $8,309-75.7% | $6,730-70.0% |
| Admin fee / account holder | $2,834 | $12,943-78.1% | $11,609-75.6% | $14,365-80.3% |