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 | $60,636 | $83,908-27.7% | $68,509-11.5% | $125,389-51.6% |
| Participation rate | 52.2% | 78.2%-26.0pp | 74.7%-22.6pp | 83.2%-31.0pp |
| Annual return | 4.83% | 14.48%-9.6pp | 8.27%-3.4pp | 282.24%-277.4pp |
| Employer contribution / active EE | $518 | $3,031-82.9% | $2,278-77.2% | $4,866-89.4% |
| Participant deferral / active EE | $852 | $4,125-79.3% | $3,382-74.8% | $5,352-84.1% |
| Admin fee / account holder | $804 | $8,982-91.0% | $5,275-84.8% | $9,541-91.6% |