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 | $14,571 | $78,690-81.5% | $161,489-91.0% | $87,485-83.3% |
| Participation rate | 25.9% | 67.5%-41.5pp | 78.7%-52.8pp | 68.9%-43.0pp |
| Annual return | 19.80% | 32.74%-12.9pp | 89.72%-69.9pp | 26.06%-6.3pp |
| Employer contribution / active EE | $407 | $2,588-84.3% | $4,268-90.5% | $2,596-84.3% |
| Participant deferral / active EE | $842 | $3,311-74.6% | $5,630-85.0% | $4,274-80.3% |
| Admin fee / account holder | $2,515 | $6,724-62.6% | $16,006-84.3% | $7,775-67.7% |