Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $36,346 | $81,487-55.4% | $102,412-64.5% | $80,935-55.1% |
| Participation rate | 33.8% | 66.8%-33.0pp | 74.5%-40.7pp | 67.7%-33.8pp |
| Annual return | 16.77% | 25.60%-8.8pp | 24.94%-8.2pp | 35.66%-18.9pp |
| Employer contribution / active EE | $857 | $3,103-72.4% | $3,870-77.9% | $2,757-68.9% |
| Participant deferral / active EE | $1,448 | $3,871-62.6% | $5,060-71.4% | $4,299-66.3% |
| Admin fee / account holder | $884 | $6,717-86.8% | $8,388-89.5% | $6,924-87.2% |