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 | $36,705 | $58,493-37.2% | $84,023-56.3% | $72,976-49.7% |
| Participation rate | 18.8% | 61.2%-42.5pp | 69.0%-50.3pp | 69.5%-50.7pp |
| Annual return | 22.75% | 28.93%-6.2pp | 71.32%-48.6pp | 81.02%-58.3pp |
| Employer contribution / active EE | $0 | $1,163-100.0% | $1,984-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $292 | $2,394-87.8% | $3,239-91.0% | $3,608-91.9% |
| Admin fee / account holder | $353 | $4,569-92.3% | $6,102-94.2% | $5,124-93.1% |