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 | $62,595 | $86,949-28.0% | $102,460-38.9% | $80,959-22.7% |
| Participation rate | 41.7% | 72.4%-30.7pp | 76.5%-34.8pp | 67.7%-26.0pp |
| Annual return | 14.52% | 18.89%-4.4pp | 29.47%-15.0pp | 35.67%-21.2pp |
| Employer contribution / active EE | $877 | $2,370-63.0% | $3,025-71.0% | $2,757-68.2% |
| Participant deferral / active EE | $1,293 | $4,121-68.6% | $5,056-74.4% | $4,300-69.9% |
| Admin fee / account holder | $5,180 | $8,048-35.6% | $9,460-45.2% | $6,925-25.2% |