Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $77,342 | $64,359+20.2% | $90,161-14.2% | $70,126+10.3% |
| Participation rate | 58.8% | 70.4%-11.6pp | 76.9%-18.0pp | 69.5%-10.7pp |
| Annual return | 16.62% | 28.13%-11.5pp | 34.89%-18.3pp | 73.15%-56.5pp |
| Employer contribution / active EE | $1,520 | $2,046-25.7% | $3,318-54.2% | $2,343-35.1% |
| Participant deferral / active EE | $1,551 | $4,389-64.7% | $5,287-70.7% | $3,332-53.5% |
| Admin fee / account holder | $1,737 | $3,945-56.0% | $5,943-70.8% | $4,645-62.6% |