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 | $35,855 | $45,087-20.5% | $69,483-48.4% | $72,976-50.9% |
| Participation rate | 37.5% | 68.5%-31.0pp | 74.6%-37.1pp | 69.5%-32.0pp |
| Annual return | 18.72% | 22.67%-4.0pp | 28.99%-10.3pp | 81.02%-62.3pp |
| Employer contribution / active EE | $432 | $2,055-79.0% | $2,780-84.5% | $2,440-82.3% |
| Participant deferral / active EE | $626 | $2,603-75.9% | $3,537-82.3% | $3,608-82.6% |
| Admin fee / account holder | $516 | $3,057-83.1% | $3,841-86.6% | $5,124-89.9% |