Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $50,521 | $63,809-20.8% | $81,353-37.9% | $80,935-37.6% |
| Participation rate | 8.3% | 63.9%-55.6pp | 69.5%-61.2pp | 67.7%-59.3pp |
| Annual return | 14.58% | 16.37%-1.8pp | 24.82%-10.2pp | 35.66%-21.1pp |
| Employer contribution / active EE | $539 | $1,981-72.8% | $2,464-78.1% | $2,757-80.4% |
| Participant deferral / active EE | $908 | $3,093-70.6% | $3,885-76.6% | $4,299-78.9% |
| Admin fee / account holder | $2,621 | $5,686-53.9% | $5,766-54.5% | $6,924-62.1% |