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 | $29,599 | $76,407-61.3% | $150,298-80.3% | $82,448-64.1% |
| Participation rate | 36.4% | 66.4%-30.0pp | 77.8%-41.4pp | 68.1%-31.7pp |
| Annual return | 15.56% | 39.99%-24.4pp | 62.79%-47.2pp | 41.64%-26.1pp |
| Employer contribution / active EE | $554 | $2,614-78.8% | $4,154-86.7% | $2,551-78.3% |
| Participant deferral / active EE | $615 | $3,214-80.9% | $5,453-88.7% | $4,139-85.1% |
| Admin fee / account holder | $4,810 | $6,352-24.3% | $14,116-65.9% | $7,234-33.5% |