Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $16,547 | $91,198-81.9% | $178,503-90.7% | $79,856-79.3% |
| Participation rate | 38.1% | 69.2%-31.1pp | 81.9%-43.8pp | 69.6%-31.5pp |
| Annual return | 15.27% | 24.20%-8.9pp | 151.12%-135.9pp | 31.71%-16.4pp |
| Employer contribution / active EE | $614 | $3,257-81.1% | $5,011-87.7% | $2,471-75.1% |
| Participant deferral / active EE | $842 | $3,237-74.0% | $5,202-83.8% | $3,741-77.5% |
| Admin fee / account holder | $1,327 | $6,748-80.3% | $13,987-90.5% | $5,306-75.0% |