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 | $10,927 | $61,125-82.1% | $94,057-88.4% | $87,485-87.5% |
| Participation rate | 51.9% | 64.1%-12.2pp | 73.3%-21.5pp | 68.9%-17.1pp |
| Annual return | 14.76% | 35.20%-20.4pp | 480.62%-465.9pp | 26.06%-11.3pp |
| Employer contribution / active EE | $470 | $2,136-78.0% | $2,933-84.0% | $2,596-81.9% |
| Participant deferral / active EE | $590 | $3,260-81.9% | $4,709-87.5% | $4,274-86.2% |
| Admin fee / account holder | $2,412 | $5,629-57.2% | $7,244-66.7% | $7,775-69.0% |