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 | $20,052 | $48,327-58.5% | $67,575-70.3% | $80,935-75.2% |
| Participation rate | 58.9% | 66.4%-7.5pp | 72.9%-14.0pp | 67.7%-8.7pp |
| Annual return | 18.68% | 18.31%+0.4pp | 3528.98%-3510.3pp | 35.66%-17.0pp |
| Employer contribution / active EE | $607 | $2,022-70.0% | $2,736-77.8% | $2,757-78.0% |
| Participant deferral / active EE | $642 | $2,927-78.1% | $4,003-84.0% | $4,299-85.1% |
| Admin fee / account holder | $757 | $3,692-79.5% | $3,993-81.0% | $6,924-89.1% |