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 | $47,716 | $69,273-31.1% | $90,796-47.4% | $82,637-42.3% |
| Participation rate | 22.1% | 64.0%-41.9pp | 69.5%-47.4pp | 68.1%-45.9pp |
| Annual return | 16.29% | 18.37%-2.1pp | 19.29%-3.0pp | 53.51%-37.2pp |
| Employer contribution / active EE | $498 | $1,865-73.3% | $2,294-78.3% | $2,552-80.5% |
| Participant deferral / active EE | $671 | $3,047-78.0% | $3,822-82.4% | $4,126-83.7% |
| Admin fee / account holder | $682 | $5,511-87.6% | $7,024-90.3% | $7,339-90.7% |