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 | $54,270 | $101,778-46.7% | $164,975-67.1% | $80,925-32.9% |
| Participation rate | 23.3% | 71.8%-48.5pp | 78.6%-55.3pp | 67.7%-44.3pp |
| Annual return | 11.08% | 16.73%-5.6pp | 70.12%-59.0pp | 35.65%-24.6pp |
| Employer contribution / active EE | $0 | $2,954-100.0% | $4,343-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $1,370 | $4,477-69.4% | $6,033-77.3% | $4,299-68.1% |
| Admin fee / account holder | $3,333 | $8,221-59.5% | $12,688-73.7% | $6,940-52.0% |