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 | $20,504 | $48,078-57.4% | $78,676-73.9% | $62,881-67.4% |
| Participation rate | 61.8% | 65.2%-3.4pp | 73.6%-11.7pp | 69.3%-7.5pp |
| Annual return | 7.21% | 31.36%-24.1pp | 62.19%-55.0pp | 20.14%-12.9pp |
| Employer contribution / active EE | $267 | $2,015-86.7% | $2,850-90.6% | $2,281-88.3% |
| Participant deferral / active EE | $636 | $2,587-75.4% | $3,517-81.9% | $3,203-80.1% |
| Admin fee / account holder | $844 | $3,206-73.7% | $4,510-81.3% | $4,296-80.3% |