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 | $48,088 | $77,638-38.1% | $156,551-69.3% | $62,881-23.5% |
| Participation rate | 13.5% | 71.2%-57.7pp | 84.0%-70.5pp | 69.3%-55.8pp |
| Annual return | 7.05% | 50.33%-43.3pp | 32.23%-25.2pp | 20.14%-13.1pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $5,501-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $672 | $3,046-77.9% | $4,871-86.2% | $3,203-79.0% |
| Admin fee / account holder | $1,418 | $5,561-74.5% | $13,028-89.1% | $4,296-67.0% |