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 | $39,293 | $77,707-49.4% | $70,160-44.0% | $139,487-71.8% |
| Participation rate | 50.0% | 83.1%-33.1pp | 78.8%-28.8pp | 80.3%-30.3pp |
| Annual return | 18.91% | 19.30%-0.4pp | 19.08%-0.2pp | 373.84%-354.9pp |
| Employer contribution / active EE | $0 | $4,986-100.0% | $4,285-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $1,531 | $6,443-76.2% | $5,394-71.6% | $6,713-77.2% |
| Admin fee / account holder | $604 | $5,397-88.8% | $4,582-86.8% | $11,407-94.7% |