Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $24,346 | $111,535-78.2% | $105,223-76.9% | $137,256-82.3% |
| Participation rate | 62.5% | 78.1%-15.6pp | 75.0%-12.5pp | 80.0%-17.5pp |
| Annual return | 17.41% | 237.85%-220.4pp | 180.65%-163.2pp | 220.34%-202.9pp |
| Employer contribution / active EE | $859 | $3,939-78.2% | $3,689-76.7% | $4,156-79.3% |
| Participant deferral / active EE | $960 | $5,500-82.6% | $5,072-81.1% | $6,407-85.0% |
| Admin fee / account holder | $564 | $9,721-94.2% | $8,859-93.6% | $12,270-95.4% |