Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $80,428 | $112,729-28.7% | $98,716-18.5% | $137,256-41.4% |
| Participation rate | 37.5% | 74.2%-36.7pp | 69.3%-31.8pp | 80.0%-42.5pp |
| Annual return | 34.05% | 38.48%-4.4pp | 31.81%+2.2pp | 220.34%-186.3pp |
| Employer contribution / active EE | $503 | $2,725-81.5% | $2,279-77.9% | $4,156-87.9% |
| Participant deferral / active EE | $578 | $4,640-87.5% | $4,048-85.7% | $6,407-91.0% |
| Admin fee / account holder | $686 | $10,129-93.2% | $8,703-92.1% | $12,270-94.4% |