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 | $102,095 | $65,364+56.2% | $92,909+9.9% | $72,975+39.9% |
| Participation rate | 33.8% | 68.3%-34.5pp | 76.0%-42.2pp | 69.5%-35.7pp |
| Annual return | 19.78% | 42.11%-22.3pp | 109.44%-89.7pp | 81.01%-61.2pp |
| Employer contribution / active EE | $6,231 | $2,594+140.2% | $3,653+70.5% | $2,440+155.3% |
| Participant deferral / active EE | $1,195 | $3,128-61.8% | $4,238-71.8% | $3,608-66.9% |
| Admin fee / account holder | $5,153 | $4,251+21.2% | $5,795-11.1% | $5,124+0.6% |