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 | $9,739 | $57,590-83.1% | $86,233-88.7% | $82,448-88.2% |
| Participation rate | 18.5% | 57.9%-39.3pp | 69.0%-50.5pp | 68.1%-49.5pp |
| Annual return | 19.19% | 22.41%-3.2pp | 61.39%-42.2pp | 41.64%-22.5pp |
| Employer contribution / active EE | $0 | $1,655-100.0% | $2,504-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $340 | $3,080-89.0% | $4,559-92.6% | $4,139-91.8% |
| Admin fee / account holder | $449 | $4,730-90.5% | $8,342-94.6% | $7,234-93.8% |