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 | $35,505 | $107,733-67.0% | $92,985-61.8% | $154,746-77.1% |
| Participation rate | 45.0% | 74.6%-29.6pp | 69.5%-24.5pp | 80.7%-35.7pp |
| Annual return | 8.78% | 30.39%-21.6pp | 27.99%-19.2pp | 172.34%-163.6pp |
| Employer contribution / active EE | $3,841 | $3,126+22.9% | $2,662+44.3% | $4,379-12.3% |
| Participant deferral / active EE | $320 | $5,053-93.7% | $4,377-92.7% | $6,730-95.2% |
| Admin fee / account holder | $315 | $11,369-97.2% | $9,463-96.7% | $14,365-97.8% |