Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $46,934 | $152,612-69.2% | $125,192-62.5% | $152,897-69.3% |
| Participation rate | 20.0% | 83.3%-63.3pp | 79.8%-59.8pp | 82.5%-62.5pp |
| Annual return | 19.66% | 54.85%-35.2pp | 43.79%-24.1pp | 345.43%-325.8pp |
| Employer contribution / active EE | $0 | $4,947-100.0% | $3,866-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $943 | $5,868-83.9% | $4,937-80.9% | $5,851-83.9% |
| Admin fee / account holder | $726 | $13,437-94.6% | $9,704-92.5% | $11,599-93.7% |