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 | $24,623 | $99,875-75.3% | $146,866-83.2% | $86,983-71.7% |
| Participation rate | 42.5% | 75.8%-33.3pp | 82.5%-40.0pp | 69.5%-27.1pp |
| Annual return | 16.42% | 28.10%-11.7pp | 102.85%-86.4pp | 25.83%-9.4pp |
| Employer contribution / active EE | $845 | $3,224-73.8% | $4,425-80.9% | $2,584-67.3% |
| Participant deferral / active EE | $1,763 | $6,322-72.1% | $7,759-77.3% | $4,194-58.0% |
| Admin fee / account holder | $2,279 | $7,838-70.9% | $13,620-83.3% | $7,856-71.0% |