Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $154,710 | $112,729+37.2% | $98,716+56.7% | $137,256+12.7% |
| Participation rate | 40.0% | 74.2%-34.2pp | 69.3%-29.3pp | 80.0%-40.0pp |
| Annual return | 40.57% | 38.48%+2.1pp | 31.81%+8.8pp | 220.34%-179.8pp |
| Employer contribution / active EE | $720 | $2,725-73.6% | $2,279-68.4% | $4,156-82.7% |
| Participant deferral / active EE | $1,027 | $4,640-77.9% | $4,048-74.6% | $6,407-84.0% |
| Admin fee / account holder | $3,202 | $10,129-68.4% | $8,703-63.2% | $12,270-73.9% |