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 | $36,220 | $52,580-31.1% | $71,671-49.5% | $70,126-48.4% |
| Participation rate | 40.7% | 60.9%-20.1pp | 68.7%-28.0pp | 69.5%-28.8pp |
| Annual return | 18.11% | 20.25%-2.1pp | 20.65%-2.5pp | 73.15%-55.0pp |
| Employer contribution / active EE | $482 | $1,616-70.2% | $2,460-80.4% | $2,343-79.4% |
| Participant deferral / active EE | $622 | $2,386-73.9% | $3,438-81.9% | $3,332-81.3% |
| Admin fee / account holder | $2,888 | $3,653-21.0% | $5,558-48.1% | $4,645-37.8% |