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 | $20,649 | $86,050-76.0% | $189,758-89.1% | $94,015-78.0% |
| Participation rate | 19.7% | 68.9%-49.2pp | 79.8%-60.1pp | 70.8%-51.1pp |
| Annual return | 18.57% | 17.77%+0.8pp | 52.62%-34.1pp | 17.84%+0.7pp |
| Employer contribution / active EE | $471 | $2,819-83.3% | $4,767-90.1% | $2,790-83.1% |
| Participant deferral / active EE | $914 | $3,349-72.7% | $5,856-84.4% | $4,249-78.5% |
| Admin fee / account holder | $1,032 | $6,627-84.4% | $20,388-94.9% | $8,951-88.5% |