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 | $39,234 | $91,198-57.0% | $178,503-78.0% | $79,856-50.9% |
| Participation rate | 16.2% | 69.2%-53.0pp | 81.9%-65.7pp | 69.6%-53.4pp |
| Annual return | 21.85% | 24.20%-2.3pp | 151.12%-129.3pp | 31.71%-9.9pp |
| Employer contribution / active EE | $0 | $3,257-100.0% | $5,011-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $699 | $3,237-78.4% | $5,202-86.6% | $3,741-81.3% |
| Admin fee / account holder | $2,853 | $6,748-57.7% | $13,987-79.6% | $5,306-46.2% |