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 | $71,450 | $114,013-37.3% | $103,693-31.1% | $155,188-54.0% |
| Participation rate | 37.5% | 75.2%-37.7pp | 72.6%-35.1pp | 80.8%-43.3pp |
| Annual return | 18.52% | 49.31%-30.8pp | 47.61%-29.1pp | 148.84%-130.3pp |
| Employer contribution / active EE | $150 | $3,131-95.2% | $2,920-94.9% | $4,248-96.5% |
| Participant deferral / active EE | $600 | $4,970-87.9% | $4,579-86.9% | $6,531-90.8% |
| Admin fee / account holder | $1,258 | $8,407-85.0% | $7,858-84.0% | $14,480-91.3% |