Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $28,346 | $73,955-61.7% | $96,520-70.6% | $75,181-62.3% |
| Participation rate | 50.0% | 66.4%-16.4pp | 74.3%-24.3pp | 67.2%-17.2pp |
| Annual return | 15.51% | 26.72%-11.2pp | 35.72%-20.2pp | 160.69%-145.2pp |
| Employer contribution / active EE | $1,037 | $2,930-64.6% | $3,739-72.3% | $2,671-61.2% |
| Participant deferral / active EE | $1,275 | $3,659-65.2% | $4,879-73.9% | $4,126-69.1% |
| Admin fee / account holder | $414 | $5,217-92.1% | $6,733-93.9% | $5,650-92.7% |