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 | $42,750 | $62,166-31.2% | $81,353-47.5% | $74,459-42.6% |
| Participation rate | 12.5% | 64.1%-51.6pp | 69.5%-57.0pp | 67.2%-54.7pp |
| Annual return | 16.95% | 16.50%+0.5pp | 24.82%-7.9pp | 1369.70%-1352.7pp |
| Employer contribution / active EE | $629 | $1,881-66.6% | $2,464-74.5% | $2,626-76.0% |
| Participant deferral / active EE | $1,308 | $3,223-59.4% | $3,885-66.3% | $4,350-69.9% |
| Admin fee / account holder | $3,130 | $1,925+62.6% | $5,766-45.7% | $1,945+60.9% |