Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $73,535 | $79,894-8.0% | $135,792-45.8% | $82,637-11.0% |
| Participation rate | 14.7% | 63.0%-48.3pp | 72.6%-57.9pp | 68.1%-53.3pp |
| Annual return | 16.58% | 17.20%-0.6pp | 25.96%-9.4pp | 53.51%-36.9pp |
| Employer contribution / active EE | $614 | $2,165-71.7% | $3,496-82.4% | $2,552-76.0% |
| Participant deferral / active EE | $929 | $3,194-70.9% | $4,759-80.5% | $4,126-77.5% |
| Admin fee / account holder | $2,119 | $6,434-67.1% | $12,266-82.7% | $7,339-71.1% |