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 | $61,764 | $72,486-14.8% | $87,103-29.1% | $72,976-15.4% |
| Participation rate | 13.9% | 72.8%-58.9pp | 76.9%-63.0pp | 69.5%-55.6pp |
| Annual return | 65.87% | 24.46%+41.4pp | 28.19%+37.7pp | 81.02%-15.1pp |
| Employer contribution / active EE | $454 | $1,894-76.0% | $2,521-82.0% | $2,440-81.4% |
| Participant deferral / active EE | $605 | $3,270-81.5% | $4,049-85.1% | $3,608-83.2% |
| Admin fee / account holder | $718 | $5,055-85.8% | $7,491-90.4% | $5,124-86.0% |