Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $51,289 | $108,825-52.9% | $156,181-67.2% | $82,448-37.8% |
| Participation rate | 16.3% | 72.4%-56.0pp | 78.8%-62.5pp | 68.1%-51.7pp |
| Annual return | 18.22% | 20.59%-2.4pp | 64.87%-46.7pp | 41.64%-23.4pp |
| Employer contribution / active EE | $0 | $2,870-100.0% | $4,294-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,243 | $4,577-72.8% | $6,132-79.7% | $4,139-70.0% |
| Admin fee / account holder | $923 | $9,341-90.1% | $14,586-93.7% | $7,234-87.2% |