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 | $32,151 | $56,047-42.6% | $98,716-67.4% | $79,634-59.6% |
| Participation rate | 15.2% | 54.6%-39.4pp | 69.3%-54.1pp | 62.5%-47.3pp |
| Annual return | 17.29% | 17.58%-0.3pp | 31.81%-14.5pp | 36.46%-19.2pp |
| Employer contribution / active EE | $309 | $1,237-75.0% | $2,279-86.4% | $2,529-87.8% |
| Participant deferral / active EE | $522 | $2,469-78.9% | $4,048-87.1% | $3,835-86.4% |
| Admin fee / account holder | $776 | $1,512-48.7% | $8,703-91.1% | $1,002-22.6% |