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 | $37,325 | $53,777-30.6% | $134,155-72.2% | $79,858-53.3% |
| Participation rate | 41.2% | 58.8%-17.6pp | 72.2%-31.0pp | 69.6%-28.5pp |
| Annual return | 12.69% | 19.01%-6.3pp | 36.34%-23.7pp | 31.72%-19.0pp |
| Employer contribution / active EE | $353 | $1,321-73.3% | $3,705-90.5% | $2,471-85.7% |
| Participant deferral / active EE | $769 | $2,420-68.2% | $3,500-78.0% | $3,740-79.4% |
| Admin fee / account holder | $371 | $3,984-90.7% | $6,685-94.4% | $5,306-93.0% |