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 | $22,467 | $99,875-77.5% | $146,866-84.7% | $86,983-74.2% |
| Participation rate | 65.3% | 75.8%-10.5pp | 82.5%-17.2pp | 69.5%-4.2pp |
| Annual return | 19.95% | 28.10%-8.2pp | 102.85%-82.9pp | 25.83%-5.9pp |
| Employer contribution / active EE | $1,022 | $3,224-68.3% | $4,425-76.9% | $2,584-60.5% |
| Participant deferral / active EE | $2,235 | $6,322-64.6% | $7,759-71.2% | $4,194-46.7% |
| Admin fee / account holder | $1,552 | $7,838-80.2% | $13,620-88.6% | $7,856-80.2% |