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 | $19,484 | $49,255-60.4% | $70,494-72.4% | $79,856-75.6% |
| Participation rate | 40.6% | 69.2%-28.5pp | 75.1%-34.4pp | 69.6%-29.0pp |
| Annual return | 7.82% | 30.10%-22.3pp | 109.16%-101.3pp | 31.71%-23.9pp |
| Employer contribution / active EE | $0 | $2,100-100.0% | $2,738-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $502 | $2,768-81.9% | $3,711-86.5% | $3,741-86.6% |
| Admin fee / account holder | $945 | $2,879-67.2% | $3,848-75.4% | $5,306-82.2% |