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 | $71,567 | $65,361+9.5% | $92,903-23.0% | $72,983-1.9% |
| Participation rate | 27.6% | 68.3%-40.7pp | 76.0%-48.4pp | 69.5%-41.9pp |
| Annual return | 22.15% | 42.11%-20.0pp | 109.43%-87.3pp | 81.01%-58.9pp |
| Employer contribution / active EE | $0 | $2,594-100.0% | $3,653-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $963 | $3,128-69.2% | $4,238-77.3% | $3,608-73.3% |
| Admin fee / account holder | $1,550 | $4,251-63.5% | $5,795-73.3% | $5,124-69.8% |