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 | $27,863 | $77,814-64.2% | $158,223-82.4% | $86,983-68.0% |
| Participation rate | 25.7% | 68.4%-42.7pp | 79.2%-53.5pp | 69.5%-43.9pp |
| Annual return | 16.25% | 30.54%-14.3pp | 52.09%-35.8pp | 25.83%-9.6pp |
| Employer contribution / active EE | $506 | $2,592-80.5% | $4,109-87.7% | $2,584-80.4% |
| Participant deferral / active EE | $522 | $3,270-84.0% | $5,467-90.5% | $4,194-87.6% |
| Admin fee / account holder | $2,762 | $5,879-53.0% | $16,047-82.8% | $7,856-64.8% |