Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $53,186 | $75,183-29.3% | $123,894-57.1% | $55,167-3.6% |
| Participation rate | 35.0% | 72.8%-37.9pp | 81.4%-46.5pp | 69.0%-34.0pp |
| Annual return | 7.61% | 19.01%-11.4pp | 47.52%-39.9pp | 169.23%-161.6pp |
| Employer contribution / active EE | $886 | $2,823-68.6% | $4,617-80.8% | $1,963-54.9% |
| Participant deferral / active EE | $2,088 | $5,084-58.9% | $5,984-65.1% | $3,054-31.6% |
| Admin fee / account holder | $1,170 | $663+76.5% | $8,357-86.0% | $504+132.1% |