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 | $44,208 | $64,359-31.3% | $90,161-51.0% | $70,126-37.0% |
| Participation rate | 36.4% | 70.4%-34.1pp | 76.9%-40.5pp | 69.5%-33.2pp |
| Annual return | 14.74% | 28.13%-13.4pp | 34.89%-20.1pp | 73.15%-58.4pp |
| Employer contribution / active EE | $1,818 | $2,046-11.1% | $3,318-45.2% | $2,343-22.4% |
| Participant deferral / active EE | $661 | $4,389-84.9% | $5,287-87.5% | $3,332-80.1% |
| Admin fee / account holder | $1,610 | $3,945-59.2% | $5,943-72.9% | $4,645-65.3% |