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 | $50,861 | $78,428-35.1% | $95,960-47.0% | $79,852-36.3% |
| Participation rate | 48.2% | 73.5%-25.3pp | 77.1%-28.8pp | 69.6%-21.4pp |
| Annual return | 22.31% | 19.37%+2.9pp | 91.63%-69.3pp | 31.72%-9.4pp |
| Employer contribution / active EE | $497 | $1,945-74.5% | $2,541-80.4% | $2,471-79.9% |
| Participant deferral / active EE | $1,022 | $3,440-70.3% | $4,167-75.5% | $3,740-72.7% |
| Admin fee / account holder | $549 | $5,622-90.2% | $6,797-91.9% | $5,306-89.6% |