Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $15,327 | $57,590-73.4% | $86,233-82.2% | $82,448-81.4% |
| Participation rate | 21.2% | 57.9%-36.7pp | 69.0%-47.8pp | 68.1%-46.9pp |
| Annual return | 20.91% | 22.41%-1.5pp | 61.39%-40.5pp | 41.64%-20.7pp |
| Employer contribution / active EE | $410 | $1,655-75.2% | $2,504-83.6% | $2,551-83.9% |
| Participant deferral / active EE | $623 | $3,080-79.8% | $4,559-86.3% | $4,139-85.0% |
| Admin fee / account holder | $887 | $4,730-81.3% | $8,342-89.4% | $7,234-87.7% |