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 | $55,582 | $93,617-40.6% | $135,982-59.1% | $75,177-26.1% |
| Participation rate | 48.1% | 75.2%-27.1pp | 81.9%-33.8pp | 67.2%-19.1pp |
| Annual return | 16.41% | 30.89%-14.5pp | 68.32%-51.9pp | 160.75%-144.3pp |
| Employer contribution / active EE | $1,003 | $3,538-71.7% | $4,859-79.4% | $2,671-62.5% |
| Participant deferral / active EE | $1,310 | $6,406-79.6% | $7,760-83.1% | $4,126-68.3% |
| Admin fee / account holder | $1,573 | $6,980-77.5% | $10,767-85.4% | $5,651-72.2% |