Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $24,921 | $106,524-76.6% | $152,301-83.6% | $87,485-71.5% |
| Participation rate | 40.7% | 75.8%-35.0pp | 82.4%-41.7pp | 68.9%-28.2pp |
| Annual return | 56.79% | 26.89%+29.9pp | 80.50%-23.7pp | 26.06%+30.7pp |
| Employer contribution / active EE | $849 | $3,371-74.8% | $4,624-81.6% | $2,596-67.3% |
| Participant deferral / active EE | $1,827 | $6,525-72.0% | $8,004-77.2% | $4,274-57.3% |
| Admin fee / account holder | $2,451 | $8,287-70.4% | $14,398-83.0% | $7,775-68.5% |