Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $33,100 | $89,364-63.0% | $141,177-76.6% | $72,983-54.6% |
| Participation rate | 30.8% | 75.1%-44.4pp | 82.5%-51.7pp | 69.5%-38.7pp |
| Annual return | 27.58% | 111.86%-84.3pp | 71.40%-43.8pp | 81.01%-53.4pp |
| Employer contribution / active EE | $1,174 | $3,115-62.3% | $4,736-75.2% | $2,440-51.9% |
| Participant deferral / active EE | $2,130 | $5,419-60.7% | $6,710-68.3% | $3,608-40.9% |
| Admin fee / account holder | $401 | $5,959-93.3% | $10,263-96.1% | $5,124-92.2% |