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 | $23,615 | $57,590-59.0% | $86,233-72.6% | $82,448-71.4% |
| Participation rate | 5.5% | 57.9%-52.4pp | 69.0%-63.6pp | 68.1%-62.6pp |
| Annual return | 24.72% | 22.41%+2.3pp | 61.39%-36.7pp | 41.64%-16.9pp |
| Employer contribution / active EE | $0 | $1,655-100.0% | $2,504-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $452 | $3,080-85.3% | $4,559-90.1% | $4,139-89.1% |
| Admin fee / account holder | $509 | $4,730-89.2% | $8,342-93.9% | $7,234-93.0% |