Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $26,660 | $107,733-75.3% | $92,985-71.3% | $154,746-82.8% |
| Participation rate | 25.0% | 74.6%-49.6pp | 69.5%-44.5pp | 80.7%-55.7pp |
| Annual return | 18.32% | 30.39%-12.1pp | 27.99%-9.7pp | 172.34%-154.0pp |
| Employer contribution / active EE | $673 | $3,126-78.5% | $2,662-74.7% | $4,379-84.6% |
| Participant deferral / active EE | $1,099 | $5,053-78.3% | $4,377-74.9% | $6,730-83.7% |
| Admin fee / account holder | $6,535 | $11,369-42.5% | $9,463-30.9% | $14,365-54.5% |