Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $13,075 | $67,894-80.7% | $89,340-85.4% | $82,448-84.1% |
| Participation rate | 30.8% | 64.0%-33.3pp | 69.6%-38.8pp | 68.1%-37.3pp |
| Annual return | 22.23% | 19.21%+3.0pp | 20.57%+1.7pp | 41.64%-19.4pp |
| Employer contribution / active EE | $658 | $1,828-64.0% | $2,231-70.5% | $2,551-74.2% |
| Participant deferral / active EE | $944 | $3,072-69.3% | $3,823-75.3% | $4,139-77.2% |
| Admin fee / account holder | $1,240 | $5,723-78.3% | $6,704-81.5% | $7,234-82.9% |