Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $33,180 | $57,140-41.9% | $85,240-61.1% | $80,959-59.0% |
| Participation rate | 31.7% | 56.4%-24.7pp | 67.5%-35.8pp | 67.7%-36.0pp |
| Annual return | 11.90% | 21.71%-9.8pp | 66.75%-54.9pp | 35.67%-23.8pp |
| Employer contribution / active EE | $531 | $1,802-70.5% | $2,735-80.6% | $2,757-80.7% |
| Participant deferral / active EE | $751 | $3,115-75.9% | $4,527-83.4% | $4,300-82.5% |
| Admin fee / account holder | $2,887 | $4,992-42.2% | $6,165-53.2% | $6,925-58.3% |