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 | $31,634 | $108,882-70.9% | $96,754-67.3% | $154,746-79.6% |
| Participation rate | 52.6% | 75.1%-22.4pp | 70.3%-17.6pp | 80.7%-28.1pp |
| Annual return | 11.43% | 98.39%-87.0pp | 82.04%-70.6pp | 172.34%-160.9pp |
| Employer contribution / active EE | $680 | $3,018-77.5% | $2,679-74.6% | $4,379-84.5% |
| Participant deferral / active EE | $896 | $5,323-83.2% | $4,758-81.2% | $6,730-86.7% |
| Admin fee / account holder | $335 | $10,200-96.7% | $8,905-96.2% | $14,365-97.7% |