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 | $45,015 | $86,949-48.2% | $102,460-56.1% | $80,959-44.4% |
| Participation rate | 25.5% | 72.4%-46.9pp | 76.5%-51.0pp | 67.7%-42.2pp |
| Annual return | 11.20% | 18.89%-7.7pp | 29.47%-18.3pp | 35.67%-24.5pp |
| Employer contribution / active EE | $0 | $2,370-100.0% | $3,025-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $907 | $4,121-78.0% | $5,056-82.1% | $4,300-78.9% |
| Admin fee / account holder | $1,117 | $8,048-86.1% | $9,460-88.2% | $6,925-83.9% |