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 | $40,209 | $101,795-60.5% | $165,100-75.6% | $80,959-50.3% |
| Participation rate | 37.2% | 71.8%-34.6pp | 78.6%-41.4pp | 67.7%-30.5pp |
| Annual return | 17.65% | 16.73%+0.9pp | 70.21%-52.6pp | 35.67%-18.0pp |
| Employer contribution / active EE | $975 | $2,954-67.0% | $4,348-77.6% | $2,757-64.7% |
| Participant deferral / active EE | $1,684 | $4,476-62.4% | $6,035-72.1% | $4,300-60.8% |
| Admin fee / account holder | $642 | $8,221-92.2% | $12,696-94.9% | $6,925-90.7% |