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 | $37,911 | $76,383-50.4% | $121,663-68.8% | $64,340-41.1% |
| Participation rate | 12.5% | 60.4%-47.9pp | 74.5%-62.0pp | 55.2%-42.7pp |
| Annual return | 16.44% | 16.98%-0.5pp | 147.54%-131.1pp | 24.14%-7.7pp |
| Employer contribution / active EE | $0 | $1,943-100.0% | $3,020-100.0% | $1,862-100.0% |
| Participant deferral / active EE | $996 | $3,149-68.4% | $4,887-79.6% | $2,980-66.6% |
| Admin fee / account holder | $450 | $4,142-89.1% | $14,289-96.8% | $3,703-87.8% |