Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $16,049 | $103,164-84.4% | $90,259-82.2% | $154,746-89.6% |
| Participation rate | 22.7% | 76.1%-53.4pp | 70.7%-48.0pp | 80.7%-58.0pp |
| Annual return | 22.18% | 19.25%+2.9pp | 18.88%+3.3pp | 172.34%-150.2pp |
| Employer contribution / active EE | $182 | $2,532-92.8% | $2,291-92.1% | $4,379-95.8% |
| Participant deferral / active EE | $820 | $4,422-81.5% | $3,827-78.6% | $6,730-87.8% |
| Admin fee / account holder | $1,001 | $8,593-88.4% | $7,267-86.2% | $14,365-93.0% |