Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $80,162 | $86,949-7.8% | $102,460-21.8% | $80,959-1.0% |
| Participation rate | 58.1% | 72.4%-14.3pp | 76.5%-18.4pp | 67.7%-9.6pp |
| Annual return | 23.65% | 18.89%+4.8pp | 29.47%-5.8pp | 35.67%-12.0pp |
| Employer contribution / active EE | $0 | $2,370-100.0% | $3,025-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,639 | $4,121-60.2% | $5,056-67.6% | $4,300-61.9% |
| Admin fee / account holder | $17,806 | $8,048+121.3% | $9,460+88.2% | $6,925+157.1% |