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 | $22,916 | $64,359-64.4% | $90,161-74.6% | $70,126-67.3% |
| Participation rate | 46.0% | 70.4%-24.4pp | 76.9%-30.9pp | 69.5%-23.5pp |
| Annual return | 22.54% | 28.13%-5.6pp | 34.89%-12.3pp | 73.15%-50.6pp |
| Employer contribution / active EE | $1,036 | $2,046-49.3% | $3,318-68.8% | $2,343-55.8% |
| Participant deferral / active EE | $1,587 | $4,389-63.8% | $5,287-70.0% | $3,332-52.4% |
| Admin fee / account holder | $709 | $3,945-82.0% | $5,943-88.1% | $4,645-84.7% |