Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $29,204 | $99,875-70.8% | $146,866-80.1% | $86,983-66.4% |
| Participation rate | 25.0% | 75.8%-50.8pp | 82.5%-57.5pp | 69.5%-44.5pp |
| Annual return | 14.90% | 28.10%-13.2pp | 102.85%-88.0pp | 25.83%-10.9pp |
| Employer contribution / active EE | $333 | $3,224-89.7% | $4,425-92.5% | $2,584-87.1% |
| Participant deferral / active EE | $1,107 | $6,322-82.5% | $7,759-85.7% | $4,194-73.6% |
| Admin fee / account holder | $1,159 | $7,838-85.2% | $13,620-91.5% | $7,856-85.2% |