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 | $52,377 | $101,795-48.5% | $165,100-68.3% | $80,959-35.3% |
| Participation rate | 23.5% | 71.8%-48.3pp | 78.6%-55.1pp | 67.7%-44.1pp |
| Annual return | 26.77% | 16.73%+10.0pp | 70.21%-43.4pp | 35.67%-8.9pp |
| Employer contribution / active EE | $0 | $2,954-100.0% | $4,348-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,341 | $4,476-70.0% | $6,035-77.8% | $4,300-68.8% |
| Admin fee / account holder | $480 | $8,221-94.2% | $12,696-96.2% | $6,925-93.1% |