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 | $17,674 | $46,732-62.2% | $156,551-88.7% | $55,167-68.0% |
| Participation rate | 65.3% | 65.8%-0.5pp | 84.0%-18.7pp | 69.0%-3.6pp |
| Annual return | 6.53% | 17.72%-11.2pp | 32.23%-25.7pp | 169.23%-162.7pp |
| Employer contribution / active EE | $864 | $2,105-58.9% | $5,501-84.3% | $1,963-56.0% |
| Participant deferral / active EE | $624 | $2,204-71.7% | $4,871-87.2% | $3,054-79.6% |
| Admin fee / account holder | $1,530 | $418+265.7% | $13,028-88.3% | $504+203.6% |