Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $44,860 | $81,446-44.9% | $103,374-56.6% | $80,874-44.5% |
| Participation rate | 12.5% | 66.9%-54.4pp | 74.5%-62.0pp | 67.6%-55.1pp |
| Annual return | 19.50% | 25.57%-6.1pp | 24.89%-5.4pp | 35.62%-16.1pp |
| Employer contribution / active EE | $1,112 | $3,107-64.2% | $3,869-71.3% | $2,756-59.6% |
| Participant deferral / active EE | $908 | $3,870-76.5% | $5,058-82.0% | $4,297-78.9% |
| Admin fee / account holder | $448 | $6,715-93.3% | $8,394-94.7% | $6,935-93.5% |