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 | $28,016 | $77,358-63.8% | $102,184-72.6% | $87,485-68.0% |
| Participation rate | 28.1% | 78.7%-50.6pp | 82.6%-54.5pp | 68.9%-40.8pp |
| Annual return | 20.88% | 41.11%-20.2pp | 31.58%-10.7pp | 26.06%-5.2pp |
| Employer contribution / active EE | $633 | $2,562-75.3% | $3,594-82.4% | $2,596-75.6% |
| Participant deferral / active EE | $1,585 | $6,753-76.5% | $8,309-80.9% | $4,274-62.9% |
| Admin fee / account holder | $864 | $6,809-87.3% | $11,609-92.6% | $7,775-88.9% |