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 | $19,775 | $73,787-73.2% | $98,716-80.0% | $82,448-76.0% |
| Participation rate | 25.6% | 61.4%-35.8pp | 69.3%-43.7pp | 68.1%-42.5pp |
| Annual return | 21.99% | 18.57%+3.4pp | 31.81%-9.8pp | 41.64%-19.7pp |
| Employer contribution / active EE | $407 | $1,511-73.1% | $2,279-82.1% | $2,551-84.0% |
| Participant deferral / active EE | $827 | $3,081-73.2% | $4,048-79.6% | $4,139-80.0% |
| Admin fee / account holder | $541 | $6,500-91.7% | $8,703-93.8% | $7,234-92.5% |