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 | $31,016 | $83,369-62.8% | $105,223-70.5% | $67,986-54.4% |
| Participation rate | 31.8% | 56.3%-24.5pp | 75.0%-43.3pp | 57.2%-25.4pp |
| Annual return | 18.94% | 24.64%-5.7pp | 180.65%-161.7pp | 31.67%-12.7pp |
| Employer contribution / active EE | $741 | $2,541-70.8% | $3,689-79.9% | $2,019-63.3% |
| Participant deferral / active EE | $1,324 | $3,295-59.8% | $5,072-73.9% | $3,358-60.6% |
| Admin fee / account holder | $467 | $4,073-88.5% | $8,859-94.7% | $3,203-85.4% |