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 | $23,138 | $75,963-69.5% | $97,995-76.4% | $70,126-67.0% |
| Participation rate | 54.3% | 77.0%-22.7pp | 82.4%-28.1pp | 69.5%-15.3pp |
| Annual return | 13.58% | 19.26%-5.7pp | 23.94%-10.4pp | 73.15%-59.6pp |
| Employer contribution / active EE | $889 | $3,278-72.9% | $4,158-78.6% | $2,343-62.1% |
| Participant deferral / active EE | $1,384 | $4,053-65.9% | $5,097-72.9% | $3,332-58.5% |
| Admin fee / account holder | $656 | $5,407-87.9% | $5,943-89.0% | $4,645-85.9% |