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 | $44,733 | $48,364-7.5% | $71,796-37.7% | $62,881-28.9% |
| Participation rate | 46.3% | 60.6%-14.3pp | 69.1%-22.8pp | 69.3%-23.0pp |
| Annual return | 16.02% | 13.16%+2.9pp | 78.04%-62.0pp | 20.14%-4.1pp |
| Employer contribution / active EE | $475 | $1,042-54.4% | $1,924-75.3% | $2,281-79.2% |
| Participant deferral / active EE | $814 | $2,091-61.1% | $2,794-70.9% | $3,203-74.6% |
| Admin fee / account holder | $2,060 | $3,771-45.4% | $4,815-57.2% | $4,296-52.0% |