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 | $44,241 | $79,438-44.3% | $106,551-58.5% | $79,393-44.3% |
| Participation rate | 42.7% | 74.2%-31.4pp | 76.1%-33.4pp | 70.7%-28.0pp |
| Annual return | 15.38% | 18.27%-2.9pp | 26.80%-11.4pp | 116.87%-101.5pp |
| Employer contribution / active EE | $902 | $2,235-59.6% | $2,819-68.0% | $2,428-62.9% |
| Participant deferral / active EE | $1,672 | $3,824-56.3% | $4,398-62.0% | $4,046-58.7% |
| Admin fee / account holder | $3,489 | $523+567.1% | $7,408-52.9% | $627+456.9% |