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 | $48,653 | $93,598-48.0% | $135,974-64.2% | $75,173-35.3% |
| Participation rate | 8.0% | 75.2%-67.2pp | 81.9%-73.9pp | 67.2%-59.2pp |
| Annual return | 18.41% | 30.89%-12.5pp | 68.30%-49.9pp | 160.72%-142.3pp |
| Employer contribution / active EE | $856 | $3,538-75.8% | $4,859-82.4% | $2,671-67.9% |
| Participant deferral / active EE | $2,242 | $6,405-65.0% | $7,760-71.1% | $4,126-45.7% |
| Admin fee / account holder | $1,209 | $6,978-82.7% | $10,767-88.8% | $5,651-78.6% |