Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $114,211 | $72,027+58.6% | $185,835-38.5% | $79,852+43.0% |
| Participation rate | 39.5% | 65.8%-26.3pp | 78.0%-38.6pp | 69.6%-30.2pp |
| Annual return | 13.14% | 23.13%-10.0pp | 35.96%-22.8pp | 31.72%-18.6pp |
| Employer contribution / active EE | $623 | $1,965-68.3% | $4,087-84.8% | $2,471-74.8% |
| Participant deferral / active EE | $803 | $3,780-78.8% | $5,633-85.8% | $3,740-78.5% |
| Admin fee / account holder | $1,651 | $4,513-63.4% | $9,502-82.6% | $5,306-68.9% |