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 | $103,356 | $107,666-4.0% | $102,184+1.1% | $154,746-33.2% |
| Participation rate | 41.2% | 83.7%-42.5pp | 82.6%-41.4pp | 80.7%-39.5pp |
| Annual return | 16.19% | 29.33%-13.1pp | 31.58%-15.4pp | 172.34%-156.1pp |
| Employer contribution / active EE | $0 | $3,846-100.0% | $3,594-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $1,943 | $8,719-77.7% | $8,309-76.6% | $6,730-71.1% |
| Admin fee / account holder | $4,291 | $12,943-66.8% | $11,609-63.0% | $14,365-70.1% |