Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $42,203 | $86,922-51.4% | $102,438-58.8% | $80,874-47.8% |
| Participation rate | 29.0% | 72.4%-43.4pp | 76.5%-47.5pp | 67.6%-38.6pp |
| Annual return | 11.68% | 18.90%-7.2pp | 29.37%-17.7pp | 35.62%-23.9pp |
| Employer contribution / active EE | $0 | $2,369-100.0% | $3,024-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $1,144 | $4,119-72.2% | $5,054-77.4% | $4,297-73.4% |
| Admin fee / account holder | $27,188 | $8,050+237.7% | $9,448+187.8% | $6,935+292.0% |