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 | $41,636 | $108,825-61.7% | $156,181-73.3% | $82,448-49.5% |
| Participation rate | 25.9% | 72.4%-46.4pp | 78.8%-52.9pp | 68.1%-42.1pp |
| Annual return | 16.20% | 20.59%-4.4pp | 64.87%-48.7pp | 41.64%-25.4pp |
| Employer contribution / active EE | $1,117 | $2,870-61.1% | $4,294-74.0% | $2,551-56.2% |
| Participant deferral / active EE | $1,678 | $4,577-63.3% | $6,132-72.6% | $4,139-59.5% |
| Admin fee / account holder | $1,074 | $9,341-88.5% | $14,586-92.6% | $7,234-85.1% |