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 | $50,818 | $61,166-16.9% | $185,837-72.7% | $79,393-36.0% |
| Participation rate | 31.9% | 66.6%-34.8pp | 81.7%-49.8pp | 70.7%-38.8pp |
| Annual return | 12.02% | 19.45%-7.4pp | 122.08%-110.1pp | 116.87%-104.8pp |
| Employer contribution / active EE | $815 | $2,321-64.9% | $5,168-84.2% | $2,428-66.4% |
| Participant deferral / active EE | $922 | $2,789-66.9% | $5,568-83.4% | $4,046-77.2% |
| Admin fee / account holder | $4,824 | $710+579.7% | $16,241-70.3% | $627+670.1% |