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 | $16,112 | $61,166-73.7% | $185,837-91.3% | $79,393-79.7% |
| Participation rate | 51.7% | 66.6%-14.9pp | 81.7%-30.0pp | 70.7%-19.0pp |
| Annual return | 13.72% | 19.45%-5.7pp | 122.08%-108.4pp | 116.87%-103.2pp |
| Employer contribution / active EE | $444 | $2,321-80.9% | $5,168-91.4% | $2,428-81.7% |
| Participant deferral / active EE | $697 | $2,789-75.0% | $5,568-87.5% | $4,046-82.8% |
| Admin fee / account holder | $694 | $710-2.2% | $16,241-95.7% | $627+10.8% |