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 | $59,526 | $73,978-19.5% | $96,515-38.3% | $75,173-20.8% |
| Participation rate | 19.8% | 66.4%-46.6pp | 74.3%-54.6pp | 67.2%-47.4pp |
| Annual return | 16.00% | 26.72%-10.7pp | 35.73%-19.7pp | 160.72%-144.7pp |
| Employer contribution / active EE | $761 | $2,931-74.0% | $3,740-79.6% | $2,671-71.5% |
| Participant deferral / active EE | $1,402 | $3,660-61.7% | $4,880-71.3% | $4,126-66.0% |
| Admin fee / account holder | $1,412 | $5,219-73.0% | $6,735-79.0% | $5,651-75.0% |