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 | $73,358 | $77,574-5.4% | $108,753-32.5% | $86,983-15.7% |
| Participation rate | 37.5% | 62.3%-24.8pp | 71.1%-33.6pp | 69.5%-32.0pp |
| Annual return | 16.46% | 18.42%-2.0pp | 37.47%-21.0pp | 25.83%-9.4pp |
| Employer contribution / active EE | $781 | $1,611-51.5% | $2,427-67.8% | $2,584-69.8% |
| Participant deferral / active EE | $1,158 | $3,128-63.0% | $4,115-71.9% | $4,194-72.4% |
| Admin fee / account holder | $857 | $6,529-86.9% | $10,320-91.7% | $7,856-89.1% |