Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $31,673 | $77,908-59.3% | $149,696-78.8% | $75,173-57.9% |
| Participation rate | 18.5% | 65.6%-47.1pp | 78.8%-60.3pp | 67.2%-48.7pp |
| Annual return | 19.86% | 31.73%-11.9pp | 134.46%-114.6pp | 160.72%-140.9pp |
| Employer contribution / active EE | $564 | $3,138-82.0% | $4,821-88.3% | $2,671-78.9% |
| Participant deferral / active EE | $489 | $3,411-85.7% | $5,682-91.4% | $4,126-88.2% |
| Admin fee / account holder | $2,138 | $5,950-64.1% | $13,212-83.8% | $5,651-62.2% |