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 | $34,794 | $81,233-57.2% | $155,567-77.6% | $80,874-57.0% |
| Participation rate | 25.0% | 66.2%-41.2pp | 78.2%-53.2pp | 67.6%-42.6pp |
| Annual return | 11.98% | 33.33%-21.3pp | 64.74%-52.8pp | 35.62%-23.6pp |
| Employer contribution / active EE | $483 | $3,101-84.4% | $4,674-89.7% | $2,756-82.5% |
| Participant deferral / active EE | $888 | $3,452-74.3% | $5,628-84.2% | $4,297-79.3% |
| Admin fee / account holder | $9,807 | $7,998+22.6% | $15,916-38.4% | $6,935+41.4% |