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 | $58,489 | $136,860-57.3% | $120,344-51.4% | $154,746-62.2% |
| Participation rate | 41.2% | 79.9%-38.7pp | 76.7%-35.5pp | 80.7%-39.5pp |
| Annual return | 17.24% | 21.38%-4.1pp | 20.30%-3.1pp | 172.34%-155.1pp |
| Employer contribution / active EE | $0 | $3,533-100.0% | $3,020-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $1,565 | $5,793-73.0% | $5,135-69.5% | $6,730-76.8% |
| Admin fee / account holder | $372 | $15,393-97.6% | $12,742-97.1% | $14,365-97.4% |