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 | $51,735 | $118,496-56.3% | $98,461-47.5% | $139,466-62.9% |
| Participation rate | 30.0% | 77.5%-47.5pp | 75.2%-45.2pp | 80.3%-50.3pp |
| Annual return | 15.59% | 18.96%-3.4pp | 21.17%-5.6pp | 373.66%-358.1pp |
| Employer contribution / active EE | $0 | $3,611-100.0% | $3,049-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $846 | $5,393-84.3% | $4,738-82.1% | $6,712-87.4% |
| Admin fee / account holder | $790 | $14,056-94.4% | $8,961-91.2% | $11,409-93.1% |