Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $27,147 | $89,367-69.6% | $141,191-80.8% | $72,975-62.8% |
| Participation rate | 27.6% | 75.1%-47.5pp | 82.5%-54.9pp | 69.5%-41.9pp |
| Annual return | 27.00% | 111.87%-84.9pp | 71.41%-44.4pp | 81.01%-54.0pp |
| Employer contribution / active EE | $925 | $3,115-70.3% | $4,736-80.5% | $2,440-62.1% |
| Participant deferral / active EE | $2,070 | $5,419-61.8% | $6,710-69.1% | $3,608-42.6% |
| Admin fee / account holder | $1,829 | $5,957-69.3% | $10,264-82.2% | $5,124-64.3% |