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 | $39,632 | $78,428-49.5% | $95,960-58.7% | $79,852-50.4% |
| Participation rate | 41.7% | 73.5%-31.8pp | 77.1%-35.4pp | 69.6%-28.0pp |
| Annual return | 20.95% | 19.37%+1.6pp | 91.63%-70.7pp | 31.72%-10.8pp |
| Employer contribution / active EE | $0 | $1,945-100.0% | $2,541-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,326 | $3,440-61.4% | $4,167-68.2% | $3,740-64.5% |
| Admin fee / account holder | $2,630 | $5,622-53.2% | $6,797-61.3% | $5,306-50.4% |