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 | $35,678 | $85,766-58.4% | $136,298-73.8% | $70,126-49.1% |
| Participation rate | 11.4% | 74.2%-62.7pp | 81.9%-70.5pp | 69.5%-58.1pp |
| Annual return | 15.55% | 31.46%-15.9pp | 5156.27%-5140.7pp | 73.15%-57.6pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,696-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $838 | $5,051-83.4% | $6,247-86.6% | $3,332-74.9% |
| Admin fee / account holder | $2,947 | $5,421-45.6% | $9,244-68.1% | $4,645-36.6% |