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 | $53,355 | $93,064-42.7% | $74,577-28.5% | $273,972-80.5% |
| Participation rate | 65.0% | 74.9%-9.9pp | 68.1%-3.1pp | 83.0%-18.0pp |
| Annual return | 0.00% | 26.18%-26.2pp | 20.47%-20.5pp | 41.46%-41.5pp |
| Employer contribution / active EE | $212 | $3,160-93.3% | $2,525-91.6% | $4,869-95.7% |
| Participant deferral / active EE | $427 | $4,160-89.7% | $3,458-87.7% | $5,287-91.9% |
| Admin fee / account holder | $698 | $5,273-86.8% | $4,138-83.1% | $10,133-93.1% |