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 | $22,762 | $89,367-74.5% | $141,191-83.9% | $72,975-68.8% |
| Participation rate | 13.9% | 75.1%-61.2pp | 82.5%-68.6pp | 69.5%-55.6pp |
| Annual return | 23.86% | 111.87%-88.0pp | 71.41%-47.5pp | 81.01%-57.2pp |
| Employer contribution / active EE | $0 | $3,115-100.0% | $4,736-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,198 | $5,419-77.9% | $6,710-82.1% | $3,608-66.8% |
| Admin fee / account holder | $5,591 | $5,957-6.1% | $10,264-45.5% | $5,124+9.1% |