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 | $31,982 | $73,787-56.7% | $98,716-67.6% | $82,448-61.2% |
| Participation rate | 25.9% | 61.4%-35.5pp | 69.3%-43.4pp | 68.1%-42.1pp |
| Annual return | 20.76% | 18.57%+2.2pp | 31.81%-11.0pp | 41.64%-20.9pp |
| Employer contribution / active EE | $472 | $1,511-68.8% | $2,279-79.3% | $2,551-81.5% |
| Participant deferral / active EE | $472 | $3,081-84.7% | $4,048-88.3% | $4,139-88.6% |
| Admin fee / account holder | $2,911 | $6,500-55.2% | $8,703-66.6% | $7,234-59.8% |