Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $26,823 | $106,524-74.8% | $152,301-82.4% | $87,485-69.3% |
| Participation rate | 32.7% | 75.8%-43.1pp | 82.4%-49.8pp | 68.9%-36.2pp |
| Annual return | 18.43% | 26.89%-8.5pp | 80.50%-62.1pp | 26.06%-7.6pp |
| Employer contribution / active EE | $754 | $3,371-77.6% | $4,624-83.7% | $2,596-70.9% |
| Participant deferral / active EE | $1,515 | $6,525-76.8% | $8,004-81.1% | $4,274-64.6% |
| Admin fee / account holder | $4,018 | $8,287-51.5% | $14,398-72.1% | $7,775-48.3% |