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 | $17,288 | $81,358-78.8% | $155,556-88.9% | $80,959-78.6% |
| Participation rate | 45.6% | 66.3%-20.7pp | 78.2%-32.6pp | 67.7%-22.1pp |
| Annual return | 12.28% | 33.39%-21.1pp | 64.84%-52.6pp | 35.67%-23.4pp |
| Employer contribution / active EE | $0 | $3,106-100.0% | $4,675-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $891 | $3,455-74.2% | $5,631-84.2% | $4,300-79.3% |
| Admin fee / account holder | $599 | $7,994-92.5% | $15,885-96.2% | $6,925-91.4% |