Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $66,230 | $72,607-8.8% | $90,259-26.6% | $87,485-24.3% |
| Participation rate | 12.1% | 64.8%-52.7pp | 70.7%-58.6pp | 68.9%-56.8pp |
| Annual return | 19.06% | 18.59%+0.5pp | 18.88%+0.2pp | 26.06%-7.0pp |
| Employer contribution / active EE | $0 | $1,919-100.0% | $2,291-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $489 | $3,055-84.0% | $3,827-87.2% | $4,274-88.6% |
| Admin fee / account holder | $391 | $5,947-93.4% | $7,267-94.6% | $7,775-95.0% |