Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $22,218 | $100,147-77.8% | $81,286-72.7% | $145,877-84.8% |
| Participation rate | 33.3% | 74.2%-40.9pp | 69.5%-36.2pp | 80.3%-47.0pp |
| Annual return | 11.39% | 34.44%-23.0pp | 24.80%-13.4pp | 551.28%-539.9pp |
| Employer contribution / active EE | $627 | $2,977-78.9% | $2,463-74.5% | $4,663-86.6% |
| Participant deferral / active EE | $703 | $4,607-84.7% | $3,883-81.9% | $6,691-89.5% |
| Admin fee / account holder | $2,749 | $8,201-66.5% | $5,764-52.3% | $13,402-79.5% |