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 | $42,599 | $86,949-51.0% | $102,460-58.4% | $80,959-47.4% |
| Participation rate | 25.0% | 72.4%-47.4pp | 76.5%-51.5pp | 67.7%-42.7pp |
| Annual return | 16.15% | 18.89%-2.7pp | 29.47%-13.3pp | 35.67%-19.5pp |
| Employer contribution / active EE | $0 | $2,370-100.0% | $3,025-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $721 | $4,121-82.5% | $5,056-85.7% | $4,300-83.2% |
| Admin fee / account holder | $740 | $8,048-90.8% | $9,460-92.2% | $6,925-89.3% |