Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $23,929 | $70,684-66.1% | $169,390-85.9% | $75,173-68.2% |
| Participation rate | 22.3% | 64.8%-42.5pp | 77.2%-54.8pp | 67.2%-44.9pp |
| Annual return | 15.67% | 36.38%-20.7pp | 406.07%-390.4pp | 160.72%-145.0pp |
| Employer contribution / active EE | $620 | $2,211-72.0% | $4,013-84.6% | $2,671-76.8% |
| Participant deferral / active EE | $869 | $4,310-79.8% | $6,222-86.0% | $4,126-78.9% |
| Admin fee / account holder | $6,378 | $5,404+18.0% | $9,015-29.3% | $5,651+12.9% |