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 | $30,611 | $77,460-60.5% | $100,378-69.5% | $80,925-62.2% |
| Participation rate | 29.0% | 76.9%-47.9pp | 81.5%-52.5pp | 67.7%-38.6pp |
| Annual return | 13.75% | 37.24%-23.5pp | 49.41%-35.7pp | 35.65%-21.9pp |
| Employer contribution / active EE | $844 | $2,801-69.9% | $3,942-78.6% | $2,756-69.4% |
| Participant deferral / active EE | $1,207 | $6,818-82.3% | $8,087-85.1% | $4,299-71.9% |
| Admin fee / account holder | $1,979 | $5,887-66.4% | $7,899-74.9% | $6,940-71.5% |