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 | $67,756 | $72,114-6.0% | $108,745-37.7% | $62,881+7.8% |
| Participation rate | 50.0% | 74.6%-24.6pp | 77.7%-27.7pp | 69.3%-19.3pp |
| Annual return | 11.06% | 13.41%-2.3pp | 46.22%-35.2pp | 20.14%-9.1pp |
| Employer contribution / active EE | $661 | $2,694-75.4% | $3,323-80.1% | $2,281-71.0% |
| Participant deferral / active EE | $960 | $4,044-76.3% | $5,121-81.3% | $3,203-70.0% |
| Admin fee / account holder | $1,496 | $4,608-67.5% | $6,144-75.6% | $4,296-65.2% |