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 | $77,178 | $72,492+6.5% | $87,104-11.4% | $72,975+5.8% |
| Participation rate | 31.0% | 72.8%-41.8pp | 76.9%-45.8pp | 69.5%-38.5pp |
| Annual return | 24.48% | 24.46%0pp | 28.19%-3.7pp | 81.01%-56.5pp |
| Employer contribution / active EE | $0 | $1,894-100.0% | $2,521-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $470 | $3,270-85.6% | $4,048-88.4% | $3,608-87.0% |
| Admin fee / account holder | $2,474 | $5,055-51.1% | $7,491-67.0% | $5,124-51.7% |