Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $55,614 | $82,979-33.0% | $102,412-45.7% | $77,736-28.5% |
| Participation rate | 17.6% | 71.5%-53.9pp | 74.5%-56.9pp | 70.6%-53.0pp |
| Annual return | 13.70% | 19.11%-5.4pp | 24.94%-11.2pp | 31.26%-17.6pp |
| Employer contribution / active EE | $881 | $3,554-75.2% | $3,870-77.2% | $2,728-67.7% |
| Participant deferral / active EE | $1,136 | $4,109-72.3% | $5,060-77.5% | $4,651-75.6% |
| Admin fee / account holder | $1,652 | $639+158.8% | $8,388-80.3% | $433+281.3% |