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 | $21,599 | $77,638-72.2% | $156,551-86.2% | $62,881-65.7% |
| Participation rate | 36.0% | 71.2%-35.2pp | 84.0%-48.0pp | 69.3%-33.3pp |
| Annual return | 5.53% | 50.33%-44.8pp | 32.23%-26.7pp | 20.14%-14.6pp |
| Employer contribution / active EE | $409 | $3,444-88.1% | $5,501-92.6% | $2,281-82.1% |
| Participant deferral / active EE | $756 | $3,046-75.2% | $4,871-84.5% | $3,203-76.4% |
| Admin fee / account holder | $385 | $5,561-93.1% | $13,028-97.0% | $4,296-91.0% |