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 | $56,109 | $90,728-38.2% | $86,279-35.0% | $138,895-59.6% |
| Participation rate | 38.5% | 81.0%-42.5pp | 78.7%-40.2pp | 79.9%-41.5pp |
| Annual return | 16.73% | 34.83%-18.1pp | 30.40%-13.7pp | 145.39%-128.7pp |
| Employer contribution / active EE | $0 | $4,974-100.0% | $4,663-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $1,481 | $6,125-75.8% | $5,658-73.8% | $6,396-76.8% |
| Admin fee / account holder | $2,082 | $11,808-82.4% | $10,485-80.1% | $12,562-83.4% |