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 | $30,029 | $76,834-60.9% | $108,359-72.3% | $87,485-65.7% |
| Participation rate | 41.7% | 61.7%-20.1pp | 70.1%-28.5pp | 68.9%-27.3pp |
| Annual return | 17.02% | 19.09%-2.1pp | 36.89%-19.9pp | 26.06%-9.0pp |
| Employer contribution / active EE | $795 | $1,556-48.9% | $2,399-66.9% | $2,596-69.4% |
| Participant deferral / active EE | $1,205 | $3,100-61.1% | $4,137-70.9% | $4,274-71.8% |
| Admin fee / account holder | $3,717 | $6,537-43.1% | $9,741-61.8% | $7,775-52.2% |