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 | $47,360 | $77,920-39.2% | $149,723-68.4% | $75,177-37.0% |
| Participation rate | 31.1% | 65.6%-34.5pp | 78.8%-47.7pp | 67.2%-36.1pp |
| Annual return | 16.56% | 31.72%-15.2pp | 134.50%-117.9pp | 160.75%-144.2pp |
| Employer contribution / active EE | $713 | $3,138-77.3% | $4,821-85.2% | $2,671-73.3% |
| Participant deferral / active EE | $798 | $3,411-76.6% | $5,682-86.0% | $4,126-80.7% |
| Admin fee / account holder | $1,682 | $5,951-71.7% | $13,215-87.3% | $5,651-70.2% |