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 | $55,946 | $81,476-31.3% | $102,383-45.4% | $80,925-30.9% |
| Participation rate | 25.4% | 66.8%-41.4pp | 74.5%-49.1pp | 67.7%-42.2pp |
| Annual return | 15.36% | 25.59%-10.2pp | 24.94%-9.6pp | 35.65%-20.3pp |
| Employer contribution / active EE | $881 | $3,105-71.6% | $3,870-77.2% | $2,756-68.0% |
| Participant deferral / active EE | $1,105 | $3,871-71.5% | $5,060-78.2% | $4,299-74.3% |
| Admin fee / account holder | $1,530 | $6,717-77.2% | $8,391-81.8% | $6,940-77.9% |