Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $22,403 | $93,589-76.1% | $135,942-83.5% | $75,181-70.2% |
| Participation rate | 35.0% | 75.2%-40.2pp | 81.9%-46.9pp | 67.2%-32.2pp |
| Annual return | 24.18% | 30.90%-6.7pp | 68.28%-44.1pp | 160.69%-136.5pp |
| Employer contribution / active EE | $1,449 | $3,537-59.0% | $4,858-70.2% | $2,671-45.7% |
| Participant deferral / active EE | $2,490 | $6,405-61.1% | $7,759-67.9% | $4,126-39.7% |
| Admin fee / account holder | $2,261 | $6,977-67.6% | $10,764-79.0% | $5,650-60.0% |