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 | $40,373 | $76,371-47.1% | $93,621-56.9% | $72,976-44.7% |
| Participation rate | 28.8% | 71.8%-43.0pp | 75.8%-47.0pp | 69.5%-40.7pp |
| Annual return | 19.36% | 25.82%-6.5pp | 32.76%-13.4pp | 81.02%-61.7pp |
| Employer contribution / active EE | $716 | $2,276-68.5% | $2,719-73.7% | $2,440-70.6% |
| Participant deferral / active EE | $753 | $3,538-78.7% | $4,070-81.5% | $3,608-79.1% |
| Admin fee / account holder | $661 | $6,839-90.3% | $7,890-91.6% | $5,124-87.1% |