Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $25,684 | $106,864-76.0% | $147,318-82.6% | $82,637-68.9% |
| Participation rate | 58.3% | 75.5%-17.2pp | 82.1%-23.7pp | 68.1%-9.7pp |
| Annual return | 25.98% | 27.49%-1.5pp | 70.43%-44.5pp | 53.51%-27.5pp |
| Employer contribution / active EE | $1,104 | $3,417-67.7% | $4,593-76.0% | $2,552-56.7% |
| Participant deferral / active EE | $2,379 | $6,496-63.4% | $7,906-69.9% | $4,126-42.3% |
| Admin fee / account holder | $1,209 | $8,415-85.6% | $13,708-91.2% | $7,339-83.5% |