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 | $50,295 | $101,795-50.6% | $165,100-69.5% | $80,959-37.9% |
| Participation rate | 69.2% | 71.8%-2.6pp | 78.6%-9.4pp | 67.7%+1.6pp |
| Annual return | 10.99% | 16.73%-5.7pp | 70.21%-59.2pp | 35.67%-24.7pp |
| Employer contribution / active EE | $6,735 | $2,954+128.0% | $4,348+54.9% | $2,757+144.3% |
| Participant deferral / active EE | $934 | $4,476-79.1% | $6,035-84.5% | $4,300-78.3% |
| Admin fee / account holder | $808 | $8,221-90.2% | $12,696-93.6% | $6,925-88.3% |