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 | $38,049 | $65,395-41.8% | $182,540-79.2% | $72,975-47.9% |
| Participation rate | 34.2% | 65.4%-31.2pp | 78.0%-43.8pp | 69.5%-35.3pp |
| Annual return | 19.59% | 27.68%-8.1pp | 148.58%-129.0pp | 81.01%-61.4pp |
| Employer contribution / active EE | $489 | $1,911-74.4% | $4,076-88.0% | $2,440-80.0% |
| Participant deferral / active EE | $1,095 | $3,563-69.3% | $5,525-80.2% | $3,608-69.7% |
| Admin fee / account holder | $329 | $4,245-92.2% | $8,593-96.2% | $5,124-93.6% |