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 | $33,100 | $75,058-55.9% | $152,301-78.3% | $64,340-48.6% |
| Participation rate | 28.4% | 60.9%-32.5pp | 82.4%-54.1pp | 55.2%-26.9pp |
| Annual return | 23.72% | 29.93%-6.2pp | 80.50%-56.8pp | 24.14%-0.4pp |
| Employer contribution / active EE | $333 | $2,605-87.2% | $4,624-92.8% | $1,862-82.1% |
| Participant deferral / active EE | $1,045 | $5,041-79.3% | $8,004-86.9% | $2,980-64.9% |
| Admin fee / account holder | $1,059 | $4,050-73.8% | $14,398-92.6% | $3,703-71.4% |