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 | $31,416 | $78,428-59.9% | $95,960-67.3% | $79,852-60.7% |
| Participation rate | 25.0% | 73.5%-48.5pp | 77.1%-52.1pp | 69.6%-44.6pp |
| Annual return | 10.22% | 19.37%-9.1pp | 91.63%-81.4pp | 31.72%-21.5pp |
| Employer contribution / active EE | $0 | $1,945-100.0% | $2,541-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $358 | $3,440-89.6% | $4,167-91.4% | $3,740-90.4% |
| Admin fee / account holder | $779 | $5,622-86.1% | $6,797-88.5% | $5,306-85.3% |