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 | $22,540 | $50,820-55.6% | $155,567-85.5% | $77,671-71.0% |
| Participation rate | 7.7% | 63.1%-55.5pp | 78.2%-70.5pp | 70.6%-62.9pp |
| Annual return | 19.09% | 34.85%-15.8pp | 64.74%-45.6pp | 31.21%-12.1pp |
| Employer contribution / active EE | $0 | $1,993-100.0% | $4,674-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $298 | $2,823-89.5% | $5,628-94.7% | $4,648-93.6% |
| Admin fee / account holder | $3,571 | $436+719.2% | $15,916-77.6% | $430+729.8% |