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 | $11,050 | $39,132-71.8% | $57,196-80.7% | $62,881-82.4% |
| Participation rate | 38.0% | 70.5%-32.5pp | 75.3%-37.3pp | 69.3%-31.3pp |
| Annual return | 5.88% | 9.24%-3.4pp | 14.59%-8.7pp | 20.14%-14.3pp |
| Employer contribution / active EE | $526 | $1,874-71.9% | $2,683-80.4% | $2,281-76.9% |
| Participant deferral / active EE | $266 | $2,374-88.8% | $3,096-91.4% | $3,203-91.7% |
| Admin fee / account holder | $824 | $2,594-68.2% | $3,141-73.7% | $4,296-80.8% |