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 | $40,629 | $86,949-53.3% | $102,460-60.3% | $80,959-49.8% |
| Participation rate | 30.9% | 72.4%-41.5pp | 76.5%-45.6pp | 67.7%-36.8pp |
| Annual return | 10.69% | 18.89%-8.2pp | 29.47%-18.8pp | 35.67%-25.0pp |
| Employer contribution / active EE | $1,009 | $2,370-57.4% | $3,025-66.7% | $2,757-63.4% |
| Participant deferral / active EE | $1,668 | $4,121-59.5% | $5,056-67.0% | $4,300-61.2% |
| Admin fee / account holder | $4,228 | $8,048-47.5% | $9,460-55.3% | $6,925-39.0% |