Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $34,420 | $91,439-62.4% | $135,974-74.7% | $71,511-51.9% |
| Participation rate | 47.8% | 75.7%-27.9pp | 81.9%-34.1pp | 67.9%-20.2pp |
| Annual return | 25.93% | 29.90%-4.0pp | 68.30%-42.4pp | 28.86%-2.9pp |
| Employer contribution / active EE | $1,369 | $3,705-63.1% | $4,859-71.8% | $2,589-47.1% |
| Participant deferral / active EE | $2,945 | $7,093-58.5% | $7,760-62.0% | $4,291-31.4% |
| Admin fee / account holder | $618 | $1,267-51.2% | $10,767-94.3% | $1,588-61.1% |