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 | $29,280 | $52,580-44.3% | $71,671-59.1% | $70,126-58.2% |
| Participation rate | 32.1% | 60.9%-28.7pp | 68.7%-36.6pp | 69.5%-37.4pp |
| Annual return | 22.53% | 20.25%+2.3pp | 20.65%+1.9pp | 73.15%-50.6pp |
| Employer contribution / active EE | $376 | $1,616-76.7% | $2,460-84.7% | $2,343-84.0% |
| Participant deferral / active EE | $847 | $2,386-64.5% | $3,438-75.4% | $3,332-74.6% |
| Admin fee / account holder | $1,238 | $3,653-66.1% | $5,558-77.7% | $4,645-73.4% |