Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $23,355 | $66,673-65.0% | $203,872-88.5% | $65,306-64.2% |
| Participation rate | 21.7% | 53.8%-32.1pp | 77.8%-56.1pp | 57.7%-36.0pp |
| Annual return | 15.98% | 15.81%+0.2pp | 85.11%-69.1pp | 21.94%-6.0pp |
| Employer contribution / active EE | $582 | $1,702-65.8% | $3,757-84.5% | $1,967-70.4% |
| Participant deferral / active EE | $910 | $2,944-69.1% | $6,388-85.8% | $2,959-69.3% |
| Admin fee / account holder | $14,174 | $5,686+149.3% | $11,730+20.8% | $3,480+307.3% |