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 | $79,040 | $86,919-9.1% | $102,457-22.9% | $80,911-2.3% |
| Participation rate | 57.7% | 72.4%-14.7pp | 76.5%-18.8pp | 67.6%-10.0pp |
| Annual return | 26.29% | 18.90%+7.4pp | 29.41%-3.1pp | 35.63%-9.3pp |
| Employer contribution / active EE | $887 | $2,368-62.5% | $3,022-70.6% | $2,756-67.8% |
| Participant deferral / active EE | $1,182 | $4,119-71.3% | $5,054-76.6% | $4,297-72.5% |
| Admin fee / account holder | $662 | $8,049-91.8% | $9,451-93.0% | $6,935-90.5% |