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 | $31,656 | $117,904-73.2% | $102,457-69.1% | $145,978-78.3% |
| Participation rate | 15.4% | 78.6%-63.2pp | 76.5%-61.1pp | 80.3%-64.9pp |
| Annual return | 26.56% | 31.80%-5.2pp | 29.41%-2.8pp | 550.52%-524.0pp |
| Employer contribution / active EE | $0 | $3,613-100.0% | $3,022-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $350 | $5,733-93.9% | $5,054-93.1% | $6,690-94.8% |
| Admin fee / account holder | $526 | $13,329-96.1% | $9,451-94.4% | $13,400-96.1% |