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 | $28,246 | $106,267-73.4% | $96,520-70.7% | $139,456-79.7% |
| Participation rate | 41.7% | 77.8%-36.2pp | 74.3%-32.7pp | 80.3%-38.7pp |
| Annual return | 15.88% | 38.45%-22.6pp | 35.72%-19.8pp | 373.45%-357.6pp |
| Employer contribution / active EE | $927 | $4,105-77.4% | $3,739-75.2% | $4,753-80.5% |
| Participant deferral / active EE | $1,248 | $5,454-77.1% | $4,879-74.4% | $6,711-81.4% |
| Admin fee / account holder | $5,786 | $7,882-26.6% | $6,733-14.1% | $11,407-49.3% |