Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $11,394 | $37,156-69.3% | $83,854-86.4% | $86,983-86.9% |
| Participation rate | 9.4% | 49.1%-39.7pp | 59.1%-49.7pp | 69.5%-60.2pp |
| Annual return | 15.08% | 29.88%-14.8pp | 31.39%-16.3pp | 25.83%-10.7pp |
| Employer contribution / active EE | $136 | $661-79.4% | $1,017-86.6% | $2,584-94.7% |
| Participant deferral / active EE | $238 | $1,418-83.2% | $2,035-88.3% | $4,194-94.3% |
| Admin fee / account holder | $1,838 | $2,510-26.8% | $3,197-42.5% | $7,856-76.6% |