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 | $50,059 | $117,904-57.5% | $102,457-51.1% | $145,978-65.7% |
| Participation rate | 30.4% | 78.6%-48.2pp | 76.5%-46.1pp | 80.3%-49.9pp |
| Annual return | 12.83% | 31.80%-19.0pp | 29.41%-16.6pp | 550.52%-537.7pp |
| Employer contribution / active EE | $0 | $3,613-100.0% | $3,022-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $1,129 | $5,733-80.3% | $5,054-77.7% | $6,690-83.1% |
| Admin fee / account holder | $516 | $13,329-96.1% | $9,451-94.5% | $13,400-96.2% |