Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $41,216 | $82,979-50.3% | $102,412-59.8% | $77,736-47.0% |
| Participation rate | 11.2% | 71.5%-60.3pp | 74.5%-63.3pp | 70.6%-59.4pp |
| Annual return | 14.70% | 19.11%-4.4pp | 24.94%-10.2pp | 31.26%-16.6pp |
| Employer contribution / active EE | $845 | $3,554-76.2% | $3,870-78.2% | $2,728-69.0% |
| Participant deferral / active EE | $1,072 | $4,109-73.9% | $5,060-78.8% | $4,651-76.9% |
| Admin fee / account holder | $4,272 | $639+569.1% | $8,388-49.1% | $433+886.0% |