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 | $53,779 | $54,541-1.4% | $78,778-31.7% | $70,126-23.3% |
| Participation rate | 37.6% | 60.8%-23.2pp | 69.2%-31.5pp | 69.5%-31.9pp |
| Annual return | 13.29% | 21.07%-7.8pp | 35.62%-22.3pp | 73.15%-59.9pp |
| Employer contribution / active EE | $711 | $1,089-34.7% | $1,986-64.2% | $2,343-69.7% |
| Participant deferral / active EE | $926 | $2,210-58.1% | $2,958-68.7% | $3,332-72.2% |
| Admin fee / account holder | $2,854 | $3,709-23.1% | $5,134-44.4% | $4,645-38.6% |