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 | $59,001 | $93,589-37.0% | $135,942-56.6% | $75,181-21.5% |
| Participation rate | 25.8% | 75.2%-49.4pp | 81.9%-56.1pp | 67.2%-41.4pp |
| Annual return | 19.93% | 30.90%-11.0pp | 68.28%-48.4pp | 160.69%-140.8pp |
| Employer contribution / active EE | $0 | $3,537-100.0% | $4,858-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $2,155 | $6,405-66.4% | $7,759-72.2% | $4,126-47.8% |
| Admin fee / account holder | $3,163 | $6,977-54.7% | $10,764-70.6% | $5,650-44.0% |