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 | $86,529 | $59,440+45.6% | $78,004+10.9% | $82,637+4.7% |
| Participation rate | 25.7% | 62.8%-37.1pp | 69.4%-43.7pp | 68.1%-42.3pp |
| Annual return | 14.15% | 40.24%-26.1pp | 31.07%-16.9pp | 53.51%-39.4pp |
| Employer contribution / active EE | $727 | $1,750-58.5% | $2,469-70.5% | $2,552-71.5% |
| Participant deferral / active EE | $957 | $3,138-69.5% | $4,092-76.6% | $4,126-76.8% |
| Admin fee / account holder | $17,348 | $5,504+215.2% | $7,578+128.9% | $7,339+136.4% |