Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $33,810 | $93,589-63.9% | $135,942-75.1% | $75,181-55.0% |
| Participation rate | 42.6% | 75.2%-32.6pp | 81.9%-39.4pp | 67.2%-24.6pp |
| Annual return | 16.95% | 30.90%-14.0pp | 68.28%-51.3pp | 160.69%-143.7pp |
| Employer contribution / active EE | $837 | $3,537-76.3% | $4,858-82.8% | $2,671-68.7% |
| Participant deferral / active EE | $1,689 | $6,405-73.6% | $7,759-78.2% | $4,126-59.1% |
| Admin fee / account holder | $679 | $6,977-90.3% | $10,764-93.7% | $5,650-88.0% |