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 | $44,423 | $69,977-36.5% | $108,582-59.1% | $62,881-29.4% |
| Participation rate | 20.8% | 72.9%-52.1pp | 79.6%-58.7pp | 69.3%-48.5pp |
| Annual return | 10.56% | 10.73%-0.2pp | -51.70%+62.3pp | 20.14%-9.6pp |
| Employer contribution / active EE | $588 | $2,135-72.4% | $3,758-84.3% | $2,281-74.2% |
| Participant deferral / active EE | $1,209 | $3,165-61.8% | $4,311-71.9% | $3,203-62.2% |
| Admin fee / account holder | $346 | $5,076-93.2% | $7,645-95.5% | $4,296-91.9% |