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 | $41,549 | $86,050-51.7% | $189,758-78.1% | $94,015-55.8% |
| Participation rate | 13.7% | 68.9%-55.2pp | 79.8%-66.1pp | 70.8%-57.1pp |
| Annual return | 11.02% | 17.77%-6.8pp | 52.62%-41.6pp | 17.84%-6.8pp |
| Employer contribution / active EE | $646 | $2,819-77.1% | $4,767-86.4% | $2,790-76.8% |
| Participant deferral / active EE | $1,007 | $3,349-69.9% | $5,856-82.8% | $4,249-76.3% |
| Admin fee / account holder | $2,202 | $6,627-66.8% | $20,388-89.2% | $8,951-75.4% |