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 | $68,307 | $72,492-5.8% | $87,104-21.6% | $72,975-6.4% |
| Participation rate | 19.8% | 72.8%-53.0pp | 76.9%-57.1pp | 69.5%-49.7pp |
| Annual return | 21.75% | 24.46%-2.7pp | 28.19%-6.4pp | 81.01%-59.3pp |
| Employer contribution / active EE | $759 | $1,894-59.9% | $2,521-69.9% | $2,440-68.9% |
| Participant deferral / active EE | $1,393 | $3,270-57.4% | $4,048-65.6% | $3,608-61.4% |
| Admin fee / account holder | $1,272 | $5,055-74.8% | $7,491-83.0% | $5,124-75.2% |