Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $49,254 | $78,428-37.2% | $95,960-48.7% | $79,852-38.3% |
| Participation rate | 38.7% | 73.5%-34.8pp | 77.1%-38.4pp | 69.6%-31.0pp |
| Annual return | 14.32% | 19.37%-5.1pp | 91.63%-77.3pp | 31.72%-17.4pp |
| Employer contribution / active EE | $718 | $1,945-63.1% | $2,541-71.8% | $2,471-71.0% |
| Participant deferral / active EE | $1,549 | $3,440-55.0% | $4,167-62.8% | $3,740-58.6% |
| Admin fee / account holder | $708 | $5,622-87.4% | $6,797-89.6% | $5,306-86.7% |