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 | $64,367 | $87,060-26.1% | $105,591-39.0% | $80,911-20.4% |
| Participation rate | 31.4% | 70.4%-39.0pp | 75.3%-43.9pp | 67.6%-36.2pp |
| Annual return | 11.43% | 17.05%-5.6pp | 116.43%-105.0pp | 35.63%-24.2pp |
| Employer contribution / active EE | $750 | $2,396-68.7% | $3,166-76.3% | $2,756-72.8% |
| Participant deferral / active EE | $1,509 | $3,986-62.1% | $5,008-69.9% | $4,297-64.9% |
| Admin fee / account holder | $11,966 | $8,442+41.7% | $11,024+8.5% | $6,935+72.6% |