Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $62,333 | $94,031-33.7% | $115,768-46.2% | $82,448-24.4% |
| Participation rate | 43.4% | 70.4%-27.0pp | 74.4%-31.0pp | 68.1%-24.7pp |
| Annual return | 19.79% | 20.61%-0.8pp | 100.46%-80.7pp | 41.64%-21.9pp |
| Employer contribution / active EE | $817 | $2,323-64.8% | $2,940-72.2% | $2,551-68.0% |
| Participant deferral / active EE | $1,445 | $3,972-63.6% | $4,917-70.6% | $4,139-65.1% |
| Admin fee / account holder | $1,102 | $10,249-89.2% | $12,439-91.1% | $7,234-84.8% |