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 | $49,595 | $69,515-28.7% | $86,868-42.9% | $85,856-42.2% |
| Participation rate | 50.0% | 66.3%-16.3pp | 71.6%-21.6pp | 69.3%-19.3pp |
| Annual return | 22.40% | 20.12%+2.3pp | 63.53%-41.1pp | 318.58%-296.2pp |
| Employer contribution / active EE | $628 | $1,880-66.6% | $2,496-74.8% | $2,565-75.5% |
| Participant deferral / active EE | $1,026 | $2,919-64.9% | $3,699-72.3% | $3,952-74.0% |
| Admin fee / account holder | $990 | $5,972-83.4% | $5,829-83.0% | $6,261-84.2% |