Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $99,389 | $80,992+22.7% | $96,534+3.0% | $75,173+32.2% |
| Participation rate | 46.7% | 71.8%-25.1pp | 76.0%-29.3pp | 67.2%-20.5pp |
| Annual return | 25.10% | 27.05%-1.9pp | 25.88%-0.8pp | 160.72%-135.6pp |
| Employer contribution / active EE | $892 | $2,283-60.9% | $2,965-69.9% | $2,671-66.6% |
| Participant deferral / active EE | $1,100 | $3,929-72.0% | $4,851-77.3% | $4,126-73.3% |
| Admin fee / account holder | $18,393 | $6,717+173.8% | $8,253+122.9% | $5,651+225.5% |