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 | $62,679 | $123,478-49.2% | $216,567-71.1% | $94,015-33.3% |
| Participation rate | 42.4% | 75.1%-32.7pp | 81.6%-39.3pp | 70.8%-28.4pp |
| Annual return | 17.22% | 23.61%-6.4pp | 12.94%+4.3pp | 17.84%-0.6pp |
| Employer contribution / active EE | $827 | $3,136-73.6% | $5,216-84.2% | $2,790-70.4% |
| Participant deferral / active EE | $1,951 | $4,556-57.2% | $6,191-68.5% | $4,249-54.1% |
| Admin fee / account holder | $1,676 | $12,753-86.9% | $21,981-92.4% | $8,951-81.3% |