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 | $23,197 | $65,034-64.3% | $90,970-74.5% | $79,856-71.0% |
| Participation rate | 53.1% | 61.6%-8.5pp | 69.0%-15.9pp | 69.6%-16.5pp |
| Annual return | 13.14% | 30.45%-17.3pp | 134.60%-121.5pp | 31.71%-18.6pp |
| Employer contribution / active EE | $638 | $1,247-48.9% | $2,122-69.9% | $2,471-74.2% |
| Participant deferral / active EE | $820 | $2,512-67.4% | $3,373-75.7% | $3,741-78.1% |
| Admin fee / account holder | $440 | $4,536-90.3% | $5,961-92.6% | $5,306-91.7% |