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 | $3,536 | $25,014-85.9% | $69,623-94.9% | $80,935-95.6% |
| Participation rate | 41.9% | 64.2%-22.3pp | 66.4%-24.5pp | 67.7%-25.7pp |
| Annual return | 15.10% | 19.08%-4.0pp | 101.23%-86.1pp | 35.66%-20.6pp |
| Employer contribution / active EE | $359 | $991-63.8% | $1,709-79.0% | $2,757-87.0% |
| Participant deferral / active EE | $744 | $1,840-59.6% | $2,890-74.3% | $4,299-82.7% |
| Admin fee / account holder | $349 | $2,491-86.0% | $4,696-92.6% | $6,924-95.0% |