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 | $33,956 | $63,365-46.4% | $91,994-63.1% | $72,975-53.5% |
| Participation rate | 20.4% | 72.5%-52.1pp | 78.6%-58.2pp | 69.5%-49.1pp |
| Annual return | 21.98% | 35.35%-13.4pp | 69.04%-47.1pp | 81.01%-59.0pp |
| Employer contribution / active EE | $0 | $2,116-100.0% | $3,453-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,037 | $4,883-78.8% | $5,924-82.5% | $3,608-71.3% |
| Admin fee / account holder | $797 | $4,670-82.9% | $7,744-89.7% | $5,124-84.4% |