Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $28,471 | $106,864-73.4% | $147,318-80.7% | $82,637-65.5% |
| Participation rate | 42.3% | 75.5%-33.2pp | 82.1%-39.8pp | 68.1%-25.7pp |
| Annual return | 14.77% | 27.49%-12.7pp | 70.43%-55.7pp | 53.51%-38.7pp |
| Employer contribution / active EE | $1,257 | $3,417-63.2% | $4,593-72.6% | $2,552-50.8% |
| Participant deferral / active EE | $2,307 | $6,496-64.5% | $7,906-70.8% | $4,126-44.1% |
| Admin fee / account holder | $1,115 | $8,415-86.7% | $13,708-91.9% | $7,339-84.8% |