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 | $47,018 | $119,272-60.6% | $161,149-70.8% | $71,012-33.8% |
| Participation rate | 21.3% | 73.6%-52.4pp | 78.8%-57.6pp | 58.6%-37.3pp |
| Annual return | 13.61% | 16.11%-2.5pp | 21.16%-7.6pp | 37.67%-24.1pp |
| Employer contribution / active EE | $0 | $2,894-100.0% | $4,360-100.0% | $2,348-100.0% |
| Participant deferral / active EE | $532 | $4,117-87.1% | $6,153-91.4% | $3,246-83.6% |
| Admin fee / account holder | $3,866 | $1,020+279.1% | $15,194-74.6% | $1,167+231.2% |