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 | $84,001 | $91,120-7.8% | $161,149-47.9% | $64,097+31.1% |
| Participation rate | 33.9% | 62.2%-28.3pp | 78.8%-44.9pp | 55.2%-21.3pp |
| Annual return | 15.50% | 17.95%-2.5pp | 21.16%-5.7pp | 34.64%-19.1pp |
| Employer contribution / active EE | $709 | $2,284-69.0% | $4,360-83.7% | $1,891-62.5% |
| Participant deferral / active EE | $1,627 | $3,708-56.1% | $6,153-73.6% | $3,080-47.2% |
| Admin fee / account holder | $2,817 | $4,535-37.9% | $15,194-81.5% | $3,454-18.4% |