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 | $57,144 | $129,095-55.7% | $184,185-69.0% | $77,692-26.4% |
| Participation rate | 8.0% | 87.3%-79.3pp | 86.8%-78.8pp | 70.6%-62.6pp |
| Annual return | 13.94% | 33.29%-19.3pp | 28.81%-14.9pp | 31.25%-17.3pp |
| Employer contribution / active EE | $0 | $4,410-100.0% | $6,426-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $567 | $7,300-92.2% | $9,132-93.8% | $4,648-87.8% |
| Admin fee / account holder | $5,315 | $256+1978.5% | $13,909-61.8% | $431+1134.6% |