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 | $52,514 | $97,648-46.2% | $121,663-56.8% | $87,485-40.0% |
| Participation rate | 41.2% | 70.5%-29.3pp | 74.5%-33.3pp | 68.9%-27.8pp |
| Annual return | 40.77% | 18.03%+22.7pp | 147.54%-106.8pp | 26.06%+14.7pp |
| Employer contribution / active EE | $984 | $2,300-57.2% | $3,020-67.4% | $2,596-62.1% |
| Participant deferral / active EE | $1,340 | $3,923-65.9% | $4,887-72.6% | $4,274-68.7% |
| Admin fee / account holder | $769 | $11,100-93.1% | $14,289-94.6% | $7,775-90.1% |