Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $38,157 | $78,520-51.4% | $96,576-60.5% | $82,448-53.7% |
| Participation rate | 54.7% | 77.7%-23.1pp | 81.4%-26.8pp | 68.1%-13.4pp |
| Annual return | 18.05% | 41.30%-23.2pp | 38.47%-20.4pp | 41.64%-23.6pp |
| Employer contribution / active EE | $2,089 | $2,630-20.6% | $3,553-41.2% | $2,551-18.1% |
| Participant deferral / active EE | $2,266 | $6,754-66.4% | $7,956-71.5% | $4,139-45.3% |
| Admin fee / account holder | $477 | $13,455-96.5% | $11,381-95.8% | $7,234-93.4% |