Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $15,483 | $102,609-84.9% | $98,090-84.2% | $138,895-88.9% |
| Participation rate | 63.2% | 82.8%-19.6pp | 81.5%-18.4pp | 79.9%-16.8pp |
| Annual return | 15.51% | 36.44%-20.9pp | 37.05%-21.5pp | 145.39%-129.9pp |
| Employer contribution / active EE | $244 | $3,867-93.7% | $3,606-93.2% | $4,194-94.2% |
| Participant deferral / active EE | $1,790 | $8,167-78.1% | $7,845-77.2% | $6,396-72.0% |
| Admin fee / account holder | $390 | $11,434-96.6% | $11,815-96.7% | $12,562-96.9% |