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 | $76,694 | $106,749-28.2% | $145,433-47.3% | $82,448-7.0% |
| Participation rate | 36.3% | 75.6%-39.4pp | 82.1%-45.9pp | 68.1%-31.8pp |
| Annual return | 14.44% | 27.59%-13.2pp | 66.58%-52.1pp | 41.64%-27.2pp |
| Employer contribution / active EE | $936 | $3,444-72.8% | $4,554-79.5% | $2,551-63.3% |
| Participant deferral / active EE | $1,925 | $6,519-70.5% | $7,897-75.6% | $4,139-53.5% |
| Admin fee / account holder | $2,639 | $8,390-68.5% | $13,129-79.9% | $7,234-63.5% |