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 | $113,965 | $95,453+19.4% | $112,040+1.7% | $82,448+38.2% |
| Participation rate | 20.0% | 72.8%-52.8pp | 76.5%-56.5pp | 68.1%-48.1pp |
| Annual return | 20.60% | 23.92%-3.3pp | 24.52%-3.9pp | 41.64%-21.0pp |
| Employer contribution / active EE | $812 | $2,318-65.0% | $2,954-72.5% | $2,551-68.2% |
| Participant deferral / active EE | $1,831 | $4,224-56.7% | $5,098-64.1% | $4,139-55.8% |
| Admin fee / account holder | $2,410 | $9,013-73.3% | $12,098-80.1% | $7,234-66.7% |