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 | $66,850 | $72,471-7.8% | $94,215-29.0% | $86,983-23.1% |
| Participation rate | 31.0% | 63.9%-32.9pp | 70.0%-39.0pp | 69.5%-38.6pp |
| Annual return | 15.52% | 26.44%-10.9pp | 28.22%-12.7pp | 25.83%-10.3pp |
| Employer contribution / active EE | $574 | $1,936-70.3% | $2,675-78.5% | $2,584-77.8% |
| Participant deferral / active EE | $1,098 | $3,397-67.7% | $4,276-74.3% | $4,194-73.8% |
| Admin fee / account holder | $4,385 | $6,468-32.2% | $10,216-57.1% | $7,856-44.2% |