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 | $66,029 | $87,733-24.7% | $106,554-38.0% | $85,851-23.1% |
| Participation rate | 38.9% | 71.9%-33.0pp | 76.1%-37.2pp | 69.3%-30.4pp |
| Annual return | 16.75% | 21.86%-5.1pp | 26.80%-10.1pp | 318.63%-301.9pp |
| Employer contribution / active EE | $1,001 | $2,073-51.7% | $2,819-64.5% | $2,565-61.0% |
| Participant deferral / active EE | $1,340 | $3,469-61.4% | $4,398-69.5% | $3,952-66.1% |
| Admin fee / account holder | $3,828 | $6,767-43.4% | $7,408-48.3% | $6,261-38.9% |