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 | $48,921 | $43,749+11.8% | $158,223-69.1% | $65,306-25.1% |
| Participation rate | 14.5% | 56.9%-42.4pp | 79.2%-64.7pp | 57.7%-43.2pp |
| Annual return | 13.06% | 19.41%-6.3pp | 52.09%-39.0pp | 21.94%-8.9pp |
| Employer contribution / active EE | $347 | $1,497-76.8% | $4,109-91.6% | $1,967-82.4% |
| Participant deferral / active EE | $541 | $2,019-73.2% | $5,467-90.1% | $2,959-81.7% |
| Admin fee / account holder | $358 | $1,930-81.5% | $16,047-97.8% | $3,480-89.7% |