Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $37,244 | $81,504-54.3% | $102,437-63.6% | $80,959-54.0% |
| Participation rate | 31.3% | 66.9%-35.6pp | 74.5%-43.3pp | 67.7%-36.4pp |
| Annual return | 18.67% | 25.60%-6.9pp | 24.95%-6.3pp | 35.67%-17.0pp |
| Employer contribution / active EE | $921 | $3,104-70.3% | $3,871-76.2% | $2,757-66.6% |
| Participant deferral / active EE | $1,465 | $3,871-62.2% | $5,060-71.1% | $4,300-65.9% |
| Admin fee / account holder | $4,689 | $6,719-30.2% | $8,388-44.1% | $6,925-32.3% |