Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $13,736 | $81,262-83.1% | $155,602-91.2% | $80,911-83.0% |
| Participation rate | 29.6% | 66.2%-36.6pp | 78.2%-48.6pp | 67.6%-38.0pp |
| Annual return | 15.46% | 33.34%-17.9pp | 64.81%-49.4pp | 35.63%-20.2pp |
| Employer contribution / active EE | $466 | $3,102-85.0% | $4,675-90.0% | $2,756-83.1% |
| Participant deferral / active EE | $507 | $3,451-85.3% | $5,629-91.0% | $4,297-88.2% |
| Admin fee / account holder | $1,029 | $7,992-87.1% | $15,923-93.5% | $6,935-85.2% |