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 | $95,464 | $84,570+12.9% | $85,946+11.1% | $155,188-38.5% |
| Participation rate | 50.0% | 78.8%-28.8pp | 77.2%-27.2pp | 80.8%-30.8pp |
| Annual return | 17.01% | 35.96%-19.0pp | 31.33%-14.3pp | 148.84%-131.8pp |
| Employer contribution / active EE | $1,151 | $4,651-75.3% | $4,539-74.6% | $4,248-72.9% |
| Participant deferral / active EE | $1,127 | $5,847-80.7% | $5,465-79.4% | $6,531-82.7% |
| Admin fee / account holder | $600 | $12,225-95.1% | $11,250-94.7% | $14,480-95.9% |