Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $13,325 | $75,541-82.4% | $152,093-91.2% | $82,637-83.9% |
| Participation rate | 23.7% | 66.5%-42.9pp | 77.8%-54.1pp | 68.1%-44.4pp |
| Annual return | 18.15% | 32.56%-14.4pp | 66.36%-48.2pp | 53.51%-35.4pp |
| Employer contribution / active EE | $0 | $2,622-100.0% | $4,175-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $807 | $3,206-74.8% | $5,451-85.2% | $4,126-80.4% |
| Admin fee / account holder | $6,370 | $6,405-0.5% | $14,497-56.1% | $7,339-13.2% |