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 | $48,480 | $77,574-37.5% | $108,753-55.4% | $86,983-44.3% |
| Participation rate | 36.0% | 62.3%-26.3pp | 71.1%-35.1pp | 69.5%-33.5pp |
| Annual return | 15.66% | 18.42%-2.8pp | 37.47%-21.8pp | 25.83%-10.2pp |
| Employer contribution / active EE | $299 | $1,611-81.4% | $2,427-87.7% | $2,584-88.4% |
| Participant deferral / active EE | $1,079 | $3,128-65.5% | $4,115-73.8% | $4,194-74.3% |
| Admin fee / account holder | $990 | $6,529-84.8% | $10,320-90.4% | $7,856-87.4% |