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 | $77,684 | $44,746+73.6% | $88,179-11.9% | $64,097+21.2% |
| Participation rate | 4.8% | 39.8%-35.0pp | 69.1%-64.4pp | 55.2%-50.4pp |
| Annual return | 19.71% | 24.70%-5.0pp | 64.97%-45.3pp | 34.64%-14.9pp |
| Employer contribution / active EE | $111 | $1,078-89.7% | $2,549-95.6% | $1,891-94.1% |
| Participant deferral / active EE | $345 | $2,072-83.3% | $4,614-92.5% | $3,080-88.8% |
| Admin fee / account holder | $1,063 | $3,437-69.1% | $7,673-86.1% | $3,454-69.2% |