Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $10,515 | $37,156-71.7% | $83,854-87.5% | $86,983-87.9% |
| Participation rate | 10.8% | 49.1%-38.2pp | 59.1%-48.3pp | 69.5%-58.7pp |
| Annual return | 16.54% | 29.88%-13.3pp | 31.39%-14.9pp | 25.83%-9.3pp |
| Employer contribution / active EE | $177 | $661-73.3% | $1,017-82.6% | $2,584-93.2% |
| Participant deferral / active EE | $287 | $1,418-79.8% | $2,035-85.9% | $4,194-93.2% |
| Admin fee / account holder | $2,686 | $2,510+7.0% | $3,197-16.0% | $7,856-65.8% |