Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $13,089 | $81,276-83.9% | $155,574-91.6% | $80,925-83.8% |
| Participation rate | 30.5% | 66.2%-35.7pp | 78.2%-47.7pp | 67.7%-37.1pp |
| Annual return | 12.08% | 33.36%-21.3pp | 64.87%-52.8pp | 35.65%-23.6pp |
| Employer contribution / active EE | $431 | $3,103-86.1% | $4,676-90.8% | $2,756-84.4% |
| Participant deferral / active EE | $621 | $3,453-82.0% | $5,629-89.0% | $4,299-85.6% |
| Admin fee / account holder | $2,124 | $7,993-73.4% | $15,914-86.7% | $6,940-69.4% |