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 | $124,803 | $213,785-41.6% | $185,441-32.7% | $155,188-19.6% |
| Participation rate | 56.3% | 83.2%-27.0pp | 80.3%-24.0pp | 80.8%-24.6pp |
| Annual return | 11.62% | 19.97%-8.3pp | 20.16%-8.5pp | 148.84%-137.2pp |
| Employer contribution / active EE | $1,285 | $5,393-76.2% | $4,672-72.5% | $4,248-69.8% |
| Participant deferral / active EE | $1,462 | $6,864-78.7% | $6,152-76.2% | $6,531-77.6% |
| Admin fee / account holder | $2,053 | $21,134-90.3% | $17,890-88.5% | $14,480-85.8% |