Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $48,600 | $59,123-17.8% | $77,183-37.0% | $75,181-35.4% |
| Participation rate | 22.5% | 63.9%-41.4pp | 69.6%-47.1pp | 67.2%-44.7pp |
| Annual return | 27.91% | 26.72%+1.2pp | 37.89%-10.0pp | 160.69%-132.8pp |
| Employer contribution / active EE | $0 | $1,996-100.0% | $2,534-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $815 | $2,999-72.8% | $3,833-78.7% | $4,126-80.3% |
| Admin fee / account holder | $3,765 | $4,776-21.2% | $5,475-31.2% | $5,650-33.4% |