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 | $39,355 | $106,749-63.1% | $145,433-72.9% | $82,448-52.3% |
| Participation rate | 38.9% | 75.6%-36.8pp | 82.1%-43.2pp | 68.1%-29.2pp |
| Annual return | 17.85% | 27.59%-9.7pp | 66.58%-48.7pp | 41.64%-23.8pp |
| Employer contribution / active EE | $817 | $3,444-76.3% | $4,554-82.1% | $2,551-68.0% |
| Participant deferral / active EE | $2,075 | $6,519-68.2% | $7,897-73.7% | $4,139-49.9% |
| Admin fee / account holder | $1,403 | $8,390-83.3% | $13,129-89.3% | $7,234-80.6% |