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 | $3,106 | $24,891-87.5% | $69,611-95.5% | $74,429-95.8% |
| Participation rate | 61.0% | 63.4%-2.4pp | 66.4%-5.4pp | 67.2%-6.2pp |
| Annual return | 17.36% | 18.53%-1.2pp | 101.14%-83.8pp | 1368.38%-1351.0pp |
| Employer contribution / active EE | $382 | $1,005-62.0% | $1,709-77.7% | $2,625-85.5% |
| Participant deferral / active EE | $708 | $1,908-62.9% | $2,891-75.5% | $4,348-83.7% |
| Admin fee / account holder | $472 | $1,904-75.2% | $4,696-89.9% | $1,944-75.7% |