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 | $49,314 | $84,236-41.5% | $170,439-71.1% | $70,124-29.7% |
| Participation rate | 29.6% | 70.8%-41.2pp | 83.6%-54.0pp | 69.5%-39.9pp |
| Annual return | 13.79% | 23.06%-9.3pp | 205.94%-192.1pp | 73.14%-59.3pp |
| Employer contribution / active EE | $1,362 | $3,387-59.8% | $5,433-74.9% | $2,342-41.8% |
| Participant deferral / active EE | $300 | $3,086-90.3% | $4,939-93.9% | $3,332-91.0% |
| Admin fee / account holder | $1,603 | $5,698-71.9% | $13,881-88.4% | $4,645-65.5% |