Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $35,527 | $72,114-50.7% | $108,745-67.3% | $62,881-43.5% |
| Participation rate | 31.0% | 74.6%-43.6pp | 77.7%-46.6pp | 69.3%-38.3pp |
| Annual return | 10.30% | 13.41%-3.1pp | 46.22%-35.9pp | 20.14%-9.8pp |
| Employer contribution / active EE | $0 | $2,694-100.0% | $3,323-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $370 | $4,044-90.8% | $5,121-92.8% | $3,203-88.4% |
| Admin fee / account holder | $1,469 | $4,608-68.1% | $6,144-76.1% | $4,296-65.8% |