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 | $98,438 | $91,198+7.9% | $178,503-44.9% | $79,856+23.3% |
| Participation rate | 8.6% | 69.2%-60.6pp | 81.9%-73.4pp | 69.6%-61.1pp |
| Annual return | 18.37% | 24.20%-5.8pp | 151.12%-132.7pp | 31.71%-13.3pp |
| Employer contribution / active EE | $0 | $3,257-100.0% | $5,011-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $717 | $3,237-77.9% | $5,202-86.2% | $3,741-80.8% |
| Admin fee / account holder | $3,376 | $6,748-50.0% | $13,987-75.9% | $5,306-36.4% |