Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $32,517 | $87,132-62.7% | $105,624-69.2% | $80,959-59.8% |
| Participation rate | 33.8% | 70.4%-36.7pp | 75.3%-41.5pp | 67.7%-33.9pp |
| Annual return | 11.19% | 17.03%-5.8pp | 116.20%-105.0pp | 35.67%-24.5pp |
| Employer contribution / active EE | $919 | $2,397-61.7% | $3,168-71.0% | $2,757-66.7% |
| Participant deferral / active EE | $1,520 | $3,985-61.9% | $5,013-69.7% | $4,300-64.6% |
| Admin fee / account holder | $1,749 | $8,449-79.3% | $10,961-84.0% | $6,925-74.7% |