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 | $46,978 | $99,875-53.0% | $146,866-68.0% | $86,983-46.0% |
| Participation rate | 43.2% | 75.8%-32.6pp | 82.5%-39.3pp | 69.5%-26.4pp |
| Annual return | 19.37% | 28.10%-8.7pp | 102.85%-83.5pp | 25.83%-6.5pp |
| Employer contribution / active EE | $710 | $3,224-78.0% | $4,425-84.0% | $2,584-72.5% |
| Participant deferral / active EE | $1,268 | $6,322-79.9% | $7,759-83.7% | $4,194-69.8% |
| Admin fee / account holder | $3,261 | $7,838-58.4% | $13,620-76.1% | $7,856-58.5% |