Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $34,259 | $106,524-67.8% | $152,301-77.5% | $87,485-60.8% |
| Participation rate | 44.1% | 75.8%-31.6pp | 82.4%-38.3pp | 68.9%-24.8pp |
| Annual return | 16.99% | 26.89%-9.9pp | 80.50%-63.5pp | 26.06%-9.1pp |
| Employer contribution / active EE | $708 | $3,371-79.0% | $4,624-84.7% | $2,596-72.7% |
| Participant deferral / active EE | $900 | $6,525-86.2% | $8,004-88.8% | $4,274-78.9% |
| Admin fee / account holder | $1,274 | $8,287-84.6% | $14,398-91.2% | $7,775-83.6% |