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 | $37,820 | $54,541-30.7% | $78,778-52.0% | $70,126-46.1% |
| Participation rate | 32.5% | 60.8%-28.3pp | 69.2%-36.7pp | 69.5%-37.1pp |
| Annual return | 15.80% | 21.07%-5.3pp | 35.62%-19.8pp | 73.15%-57.3pp |
| Employer contribution / active EE | $467 | $1,089-57.1% | $1,986-76.5% | $2,343-80.1% |
| Participant deferral / active EE | $844 | $2,210-61.8% | $2,958-71.5% | $3,332-74.7% |
| Admin fee / account holder | $491 | $3,709-86.8% | $5,134-90.4% | $4,645-89.4% |