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 | $40,599 | $97,648-58.4% | $121,663-66.6% | $87,485-53.6% |
| Participation rate | 30.9% | 70.5%-39.6pp | 74.5%-43.6pp | 68.9%-38.0pp |
| Annual return | 16.15% | 18.03%-1.9pp | 147.54%-131.4pp | 26.06%-9.9pp |
| Employer contribution / active EE | $716 | $2,300-68.9% | $3,020-76.3% | $2,596-72.4% |
| Participant deferral / active EE | $1,180 | $3,923-69.9% | $4,887-75.8% | $4,274-72.4% |
| Admin fee / account holder | $1,806 | $11,100-83.7% | $14,289-87.4% | $7,775-76.8% |