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 | $100,961 | $56,894+77.5% | $84,753+19.1% | $62,881+60.6% |
| Participation rate | 9.6% | 68.5%-58.9pp | 76.6%-67.0pp | 69.3%-59.7pp |
| Annual return | 7.79% | 6.30%+1.5pp | 22.78%-15.0pp | 20.14%-12.4pp |
| Employer contribution / active EE | $516 | $2,400-78.5% | $3,574-85.5% | $2,281-77.4% |
| Participant deferral / active EE | $701 | $2,709-74.1% | $3,712-81.1% | $3,203-78.1% |
| Admin fee / account holder | $837 | $3,581-76.6% | $5,333-84.3% | $4,296-80.5% |