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 | $13,291 | $76,407-82.6% | $150,298-91.2% | $82,448-83.9% |
| Participation rate | 11.1% | 66.4%-55.3pp | 77.8%-66.6pp | 68.1%-57.0pp |
| Annual return | 65.91% | 39.99%+25.9pp | 62.79%+3.1pp | 41.64%+24.3pp |
| Employer contribution / active EE | $0 | $2,614-100.0% | $4,154-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $736 | $3,214-77.1% | $5,453-86.5% | $4,139-82.2% |
| Admin fee / account holder | $2,370 | $6,352-62.7% | $14,116-83.2% | $7,234-67.2% |