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 | $26,763 | $67,894-60.6% | $89,340-70.0% | $82,448-67.5% |
| Participation rate | 44.0% | 64.0%-20.0pp | 69.6%-25.6pp | 68.1%-24.1pp |
| Annual return | 16.88% | 19.21%-2.3pp | 20.57%-3.7pp | 41.64%-24.8pp |
| Employer contribution / active EE | $0 | $1,828-100.0% | $2,231-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $590 | $3,072-80.8% | $3,823-84.6% | $4,139-85.8% |
| Admin fee / account holder | $4,984 | $5,723-12.9% | $6,704-25.6% | $7,234-31.1% |