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 | $82,133-59.7% | $147,318-77.5% | $64,097-48.4% |
| Participation rate | 28.4% | 62.3%-33.9pp | 82.1%-53.7pp | 55.2%-26.8pp |
| Annual return | 23.72% | 78.78%-55.1pp | 70.43%-46.7pp | 34.64%-10.9pp |
| Employer contribution / active EE | $333 | $2,872-88.4% | $4,593-92.7% | $1,891-82.4% |
| Participant deferral / active EE | $1,045 | $5,407-80.7% | $7,906-86.8% | $3,080-66.1% |
| Admin fee / account holder | $1,059 | $3,730-71.6% | $13,708-92.3% | $3,454-69.3% |