Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $31,738 | $57,828-45.1% | $117,039-72.9% | $70,126-54.7% |
| Participation rate | 22.6% | 67.1%-44.5pp | 77.2%-54.5pp | 69.5%-46.9pp |
| Annual return | 16.56% | 17.55%-1.0pp | 18.95%-2.4pp | 73.15%-56.6pp |
| Employer contribution / active EE | $0 | $1,816-100.0% | $3,785-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $830 | $2,438-66.0% | $3,929-78.9% | $3,332-75.1% |
| Admin fee / account holder | $3,193 | $3,548-10.0% | $5,974-46.6% | $4,645-31.3% |