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 | $37,626 | $81,487-53.8% | $102,412-63.3% | $80,935-53.5% |
| Participation rate | 62.1% | 66.8%-4.8pp | 74.5%-12.4pp | 67.7%-5.6pp |
| Annual return | 11.28% | 25.60%-14.3pp | 24.94%-13.7pp | 35.66%-24.4pp |
| Employer contribution / active EE | $814 | $3,103-73.8% | $3,870-79.0% | $2,757-70.5% |
| Participant deferral / active EE | $1,132 | $3,871-70.8% | $5,060-77.6% | $4,299-73.7% |
| Admin fee / account holder | $4,515 | $6,717-32.8% | $8,388-46.2% | $6,924-34.8% |