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 | $45,053 | $49,239-8.5% | $70,462-36.1% | $79,858-43.6% |
| Participation rate | 60.0% | 69.2%-9.2pp | 75.1%-15.1pp | 69.6%-9.6pp |
| Annual return | 12.03% | 30.08%-18.0pp | 109.08%-97.0pp | 31.72%-19.7pp |
| Employer contribution / active EE | $450 | $2,100-78.6% | $2,737-83.6% | $2,471-81.8% |
| Participant deferral / active EE | $831 | $2,769-70.0% | $3,710-77.6% | $3,740-77.8% |
| Admin fee / account holder | $2,934 | $2,876+2.0% | $3,845-23.7% | $5,306-44.7% |