Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $14,787 | $75,541-80.4% | $152,093-90.3% | $82,637-82.1% |
| Participation rate | 17.1% | 66.5%-49.4pp | 77.8%-60.7pp | 68.1%-50.9pp |
| Annual return | 21.73% | 32.56%-10.8pp | 66.36%-44.6pp | 53.51%-31.8pp |
| Employer contribution / active EE | $442 | $2,622-83.1% | $4,175-89.4% | $2,552-82.7% |
| Participant deferral / active EE | $786 | $3,206-75.5% | $5,451-85.6% | $4,126-80.9% |
| Admin fee / account holder | $3,912 | $6,405-38.9% | $14,497-73.0% | $7,339-46.7% |