Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $41,162 | $93,589-56.0% | $135,942-69.7% | $75,181-45.2% |
| Participation rate | 27.9% | 75.2%-47.3pp | 81.9%-54.0pp | 67.2%-39.3pp |
| Annual return | 20.77% | 30.90%-10.1pp | 68.28%-47.5pp | 160.69%-139.9pp |
| Employer contribution / active EE | $2,068 | $3,537-41.5% | $4,858-57.4% | $2,671-22.5% |
| Participant deferral / active EE | $1,957 | $6,405-69.4% | $7,759-74.8% | $4,126-52.6% |
| Admin fee / account holder | $2,578 | $6,977-63.1% | $10,764-76.1% | $5,650-54.4% |