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 | $63,860 | $69,444-8.0% | $92,985-31.3% | $87,485-27.0% |
| Participation rate | 19.8% | 63.3%-43.5pp | 69.5%-49.7pp | 68.9%-49.1pp |
| Annual return | 16.93% | 23.85%-6.9pp | 27.99%-11.1pp | 26.06%-9.1pp |
| Employer contribution / active EE | $466 | $1,917-75.7% | $2,662-82.5% | $2,596-82.1% |
| Participant deferral / active EE | $771 | $3,364-77.1% | $4,377-82.4% | $4,274-82.0% |
| Admin fee / account holder | $5,125 | $6,137-16.5% | $9,463-45.8% | $7,775-34.1% |