Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $28,745 | $161,352-82.2% | $134,172-78.6% | $137,256-79.1% |
| Participation rate | 35.7% | 78.3%-42.6pp | 72.5%-36.8pp | 80.0%-44.2pp |
| Annual return | 15.15% | 28.72%-13.6pp | 25.30%-10.2pp | 220.34%-205.2pp |
| Employer contribution / active EE | $0 | $4,099-100.0% | $3,420-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $782 | $5,552-85.9% | $4,690-83.3% | $6,407-87.8% |
| Admin fee / account holder | $1,752 | $15,028-88.3% | $12,016-85.4% | $12,270-85.7% |