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 | $23,895 | $81,504-70.7% | $102,437-76.7% | $80,959-70.5% |
| Participation rate | 68.6% | 66.9%+1.8pp | 74.5%-5.9pp | 67.7%+1.0pp |
| Annual return | 11.74% | 25.60%-13.9pp | 24.95%-13.2pp | 35.67%-23.9pp |
| Employer contribution / active EE | $4,962 | $3,104+59.9% | $3,871+28.2% | $2,757+80.0% |
| Participant deferral / active EE | $260 | $3,871-93.3% | $5,060-94.9% | $4,300-93.9% |
| Admin fee / account holder | $6,809 | $6,719+1.3% | $8,388-18.8% | $6,925-1.7% |