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 | $134,038 | $89,259+50.2% | $107,187+25.1% | $82,637+62.2% |
| Participation rate | 30.6% | 67.9%-37.4pp | 75.0%-44.5pp | 68.1%-37.5pp |
| Annual return | 18.09% | 21.02%-2.9pp | 204.55%-186.5pp | 53.51%-35.4pp |
| Employer contribution / active EE | $1,239 | $3,080-59.8% | $3,782-67.2% | $2,552-51.4% |
| Participant deferral / active EE | $1,601 | $4,037-60.3% | $5,096-68.6% | $4,126-61.2% |
| Admin fee / account holder | $5,490 | $7,381-25.6% | $9,162-40.1% | $7,339-25.2% |