Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $23,887 | $81,487-70.7% | $102,412-76.7% | $80,935-70.5% |
| Participation rate | 54.5% | 66.8%-12.3pp | 74.5%-20.0pp | 67.7%-13.1pp |
| Annual return | 12.53% | 25.60%-13.1pp | 24.94%-12.4pp | 35.66%-23.1pp |
| Employer contribution / active EE | $1,120 | $3,103-63.9% | $3,870-71.1% | $2,757-59.4% |
| Participant deferral / active EE | $1,549 | $3,871-60.0% | $5,060-69.4% | $4,299-64.0% |
| Admin fee / account holder | $4,479 | $6,717-33.3% | $8,388-46.6% | $6,924-35.3% |