Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $60,849 | $86,949-30.0% | $102,460-40.6% | $80,959-24.8% |
| Participation rate | 44.4% | 72.4%-27.9pp | 76.5%-32.1pp | 67.7%-23.2pp |
| Annual return | 18.62% | 18.89%-0.3pp | 29.47%-10.8pp | 35.67%-17.0pp |
| Employer contribution / active EE | $1,070 | $2,370-54.8% | $3,025-64.6% | $2,757-61.2% |
| Participant deferral / active EE | $1,696 | $4,121-58.9% | $5,056-66.5% | $4,300-60.6% |
| Admin fee / account holder | $1,840 | $8,048-77.1% | $9,460-80.5% | $6,925-73.4% |