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 | $20,341 | $72,012-71.8% | $185,827-89.1% | $79,858-74.5% |
| Participation rate | 31.4% | 65.8%-34.3pp | 78.0%-46.6pp | 69.6%-38.2pp |
| Annual return | 15.98% | 23.12%-7.1pp | 35.96%-20.0pp | 31.72%-15.7pp |
| Employer contribution / active EE | $0 | $1,965-100.0% | $4,087-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,197 | $3,779-68.3% | $5,633-78.8% | $3,740-68.0% |
| Admin fee / account holder | $1,735 | $4,513-61.6% | $9,502-81.7% | $5,306-67.3% |