Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $23,511 | $97,125-75.8% | $86,233-72.7% | $137,256-82.9% |
| Participation rate | 15.8% | 74.2%-58.4pp | 69.0%-53.2pp | 80.0%-64.2pp |
| Annual return | 17.94% | 74.19%-56.2pp | 61.39%-43.4pp | 220.34%-202.4pp |
| Employer contribution / active EE | $366 | $2,841-87.1% | $2,504-85.4% | $4,156-91.2% |
| Participant deferral / active EE | $782 | $5,180-84.9% | $4,559-82.8% | $6,407-87.8% |
| Admin fee / account holder | $970 | $9,725-90.0% | $8,342-88.4% | $12,270-92.1% |