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 | $63,906 | $72,273-11.6% | $101,275-36.9% | $79,856-20.0% |
| Participation rate | 22.8% | 68.5%-45.7pp | 75.8%-53.0pp | 69.6%-46.8pp |
| Annual return | 34.43% | 22.30%+12.1pp | 46.48%-12.1pp | 31.71%+2.7pp |
| Employer contribution / active EE | $0 | $2,691-100.0% | $3,660-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $486 | $3,282-85.2% | $4,371-88.9% | $3,741-87.0% |
| Admin fee / account holder | $368 | $4,401-91.6% | $5,948-93.8% | $5,306-93.1% |