Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $54,553 | $89,259-38.9% | $107,187-49.1% | $82,637-34.0% |
| Participation rate | 24.4% | 67.9%-43.6pp | 75.0%-50.7pp | 68.1%-43.7pp |
| Annual return | 20.19% | 21.02%-0.8pp | 204.55%-184.4pp | 53.51%-33.3pp |
| Employer contribution / active EE | $894 | $3,080-71.0% | $3,782-76.4% | $2,552-65.0% |
| Participant deferral / active EE | $1,671 | $4,037-58.6% | $5,096-67.2% | $4,126-59.5% |
| Admin fee / account holder | $1,836 | $7,381-75.1% | $9,162-80.0% | $7,339-75.0% |