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 | $38,701 | $89,367-56.7% | $141,191-72.6% | $72,975-47.0% |
| Participation rate | 53.2% | 75.1%-21.9pp | 82.5%-29.2pp | 69.5%-16.2pp |
| Annual return | 23.86% | 111.87%-88.0pp | 71.41%-47.5pp | 81.01%-57.2pp |
| Employer contribution / active EE | $2,661 | $3,115-14.6% | $4,736-43.8% | $2,440+9.1% |
| Participant deferral / active EE | $2,179 | $5,419-59.8% | $6,710-67.5% | $3,608-39.6% |
| Admin fee / account holder | $2,621 | $5,957-56.0% | $10,264-74.5% | $5,124-48.9% |