Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $6,582 | $57,590-88.6% | $86,233-92.4% | $82,448-92.0% |
| Participation rate | 64.7% | 57.9%+6.8pp | 69.0%-4.3pp | 68.1%-3.4pp |
| Annual return | 22.10% | 22.41%-0.3pp | 61.39%-39.3pp | 41.64%-19.5pp |
| Employer contribution / active EE | $512 | $1,655-69.0% | $2,504-79.5% | $2,551-79.9% |
| Participant deferral / active EE | $707 | $3,080-77.1% | $4,559-84.5% | $4,139-82.9% |
| Admin fee / account holder | $439 | $4,730-90.7% | $8,342-94.7% | $7,234-93.9% |