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 | $43,910 | $76,834-42.9% | $108,359-59.5% | $87,485-49.8% |
| Participation rate | 31.8% | 61.7%-29.9pp | 70.1%-38.3pp | 68.9%-37.1pp |
| Annual return | 18.95% | 19.09%-0.1pp | 36.89%-17.9pp | 26.06%-7.1pp |
| Employer contribution / active EE | $344 | $1,556-77.9% | $2,399-85.7% | $2,596-86.7% |
| Participant deferral / active EE | $1,196 | $3,100-61.4% | $4,137-71.1% | $4,274-72.0% |
| Admin fee / account holder | $2,102 | $6,537-67.8% | $9,741-78.4% | $7,775-73.0% |