Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $7,754 | $76,407-89.9% | $150,298-94.8% | $82,448-90.6% |
| Participation rate | 39.0% | 66.4%-27.4pp | 77.8%-38.7pp | 68.1%-29.0pp |
| Annual return | 18.16% | 39.99%-21.8pp | 62.79%-44.6pp | 41.64%-23.5pp |
| Employer contribution / active EE | $665 | $2,614-74.6% | $4,154-84.0% | $2,551-73.9% |
| Participant deferral / active EE | $769 | $3,214-76.1% | $5,453-85.9% | $4,139-81.4% |
| Admin fee / account holder | $1,210 | $6,352-81.0% | $14,116-91.4% | $7,234-83.3% |