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 | $13,756 | $77,638-82.3% | $156,551-91.2% | $62,881-78.1% |
| Participation rate | 14.8% | 71.2%-56.4pp | 84.0%-69.2pp | 69.3%-54.5pp |
| Annual return | 54.96% | 50.33%+4.6pp | 32.23%+22.7pp | 20.14%+34.8pp |
| Employer contribution / active EE | $379 | $3,444-89.0% | $5,501-93.1% | $2,281-83.4% |
| Participant deferral / active EE | $684 | $3,046-77.5% | $4,871-86.0% | $3,203-78.6% |
| Admin fee / account holder | $908 | $5,561-83.7% | $13,028-93.0% | $4,296-78.9% |