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 | $50,595 | $123,793-59.1% | $177,840-71.6% | $79,852-36.6% |
| Participation rate | 30.6% | 84.7%-54.0pp | 87.7%-57.1pp | 69.6%-39.0pp |
| Annual return | 15.70% | 22.82%-7.1pp | 48.32%-32.6pp | 31.72%-16.0pp |
| Employer contribution / active EE | $0 | $4,095-100.0% | $5,919-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,153 | $5,956-80.6% | $7,714-85.1% | $3,740-69.2% |
| Admin fee / account holder | $2,396 | $7,243-66.9% | $12,431-80.7% | $5,306-54.8% |