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 | $43,007 | $95,404-54.9% | $113,397-62.1% | $82,637-48.0% |
| Participation rate | 51.7% | 72.8%-21.2pp | 76.5%-24.8pp | 68.1%-16.4pp |
| Annual return | 15.65% | 19.08%-3.4pp | 23.20%-7.6pp | 53.51%-37.9pp |
| Employer contribution / active EE | $1,113 | $2,307-51.8% | $2,977-62.6% | $2,552-56.4% |
| Participant deferral / active EE | $1,649 | $4,220-60.9% | $5,076-67.5% | $4,126-60.0% |
| Admin fee / account holder | $555 | $9,168-93.9% | $11,957-95.4% | $7,339-92.4% |