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 | $127,913 | $65,034+96.7% | $90,970+40.6% | $79,856+60.2% |
| Participation rate | 15.1% | 61.6%-46.5pp | 69.0%-53.9pp | 69.6%-54.5pp |
| Annual return | 17.40% | 30.45%-13.1pp | 134.60%-117.2pp | 31.71%-14.3pp |
| Employer contribution / active EE | $0 | $1,247-100.0% | $2,122-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,012 | $2,512-59.7% | $3,373-70.0% | $3,741-72.9% |
| Admin fee / account holder | $2,219 | $4,536-51.1% | $5,961-62.8% | $5,306-58.2% |