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 | $25,640 | $58,493-56.2% | $84,021-69.5% | $72,975-64.9% |
| Participation rate | 22.2% | 61.2%-39.0pp | 69.0%-46.8pp | 69.5%-47.3pp |
| Annual return | 24.34% | 28.93%-4.6pp | 71.32%-47.0pp | 81.01%-56.7pp |
| Employer contribution / active EE | $556 | $1,163-52.2% | $1,984-72.0% | $2,440-77.2% |
| Participant deferral / active EE | $1,012 | $2,394-57.7% | $3,239-68.8% | $3,608-72.0% |
| Admin fee / account holder | $684 | $4,569-85.0% | $6,102-88.8% | $5,124-86.7% |