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 | $10,053 | $63,354-84.1% | $94,105-89.3% | $82,637-87.8% |
| Participation rate | 12.5% | 63.8%-51.3pp | 71.9%-59.4pp | 68.1%-55.6pp |
| Annual return | 20.18% | 34.36%-14.2pp | 204.55%-184.4pp | 53.51%-33.3pp |
| Employer contribution / active EE | $348 | $1,760-80.2% | $2,504-86.1% | $2,552-86.4% |
| Participant deferral / active EE | $526 | $2,873-81.7% | $3,881-86.4% | $4,126-87.2% |
| Admin fee / account holder | $533 | $5,073-89.5% | $6,199-91.4% | $7,339-92.7% |