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 | $35,642 | $78,707-54.7% | $117,861-69.8% | $70,126-49.2% |
| Participation rate | 36.3% | 73.2%-36.9pp | 79.7%-43.4pp | 69.5%-33.3pp |
| Annual return | 23.23% | 23.30%-0.1pp | 335.11%-311.9pp | 73.15%-49.9pp |
| Employer contribution / active EE | $713 | $2,223-67.9% | $3,786-81.2% | $2,343-69.6% |
| Participant deferral / active EE | $1,342 | $3,297-59.3% | $4,482-70.1% | $3,332-59.7% |
| Admin fee / account holder | $934 | $5,066-81.6% | $8,021-88.4% | $4,645-79.9% |