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 | $15,126 | $211,224-92.8% | $178,505-91.5% | $145,897-89.6% |
| Participation rate | 31.8% | 80.8%-49.0pp | 77.1%-45.3pp | 80.3%-48.5pp |
| Annual return | 14.30% | 30.28%-16.0pp | 27.16%-12.9pp | 552.29%-538.0pp |
| Employer contribution / active EE | $746 | $4,577-83.7% | $3,955-81.1% | $4,663-84.0% |
| Participant deferral / active EE | $1,044 | $6,966-85.0% | $6,280-83.4% | $6,689-84.4% |
| Admin fee / account holder | $2,424 | $12,109-80.0% | $10,428-76.8% | $13,390-81.9% |