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 | $59,674 | $99,875-40.3% | $146,866-59.4% | $86,983-31.4% |
| Participation rate | 25.8% | 75.8%-50.0pp | 82.5%-56.7pp | 69.5%-43.7pp |
| Annual return | 16.00% | 28.10%-12.1pp | 102.85%-86.9pp | 25.83%-9.8pp |
| Employer contribution / active EE | $694 | $3,224-78.5% | $4,425-84.3% | $2,584-73.1% |
| Participant deferral / active EE | $2,183 | $6,322-65.5% | $7,759-71.9% | $4,194-47.9% |
| Admin fee / account holder | $340 | $7,838-95.7% | $13,620-97.5% | $7,856-95.7% |