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 | $26,480 | $54,541-51.5% | $78,778-66.4% | $70,126-62.2% |
| Participation rate | 30.6% | 60.8%-30.2pp | 69.2%-38.6pp | 69.5%-39.0pp |
| Annual return | 19.26% | 21.07%-1.8pp | 35.62%-16.4pp | 73.15%-53.9pp |
| Employer contribution / active EE | $0 | $1,089-100.0% | $1,986-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $194 | $2,210-91.2% | $2,958-93.4% | $3,332-94.2% |
| Admin fee / account holder | $328 | $3,709-91.2% | $5,134-93.6% | $4,645-92.9% |