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 | $46,878 | $64,462-27.3% | $81,482-42.5% | $80,911-42.1% |
| Participation rate | 41.3% | 63.9%-22.6pp | 69.5%-28.2pp | 67.6%-26.3pp |
| Annual return | 10.94% | 16.35%-5.4pp | 24.79%-13.8pp | 35.63%-24.7pp |
| Employer contribution / active EE | $547 | $1,979-72.3% | $2,463-77.8% | $2,756-80.1% |
| Participant deferral / active EE | $814 | $3,094-73.7% | $3,885-79.0% | $4,297-81.1% |
| Admin fee / account holder | $2,594 | $5,678-54.3% | $5,761-55.0% | $6,935-62.6% |