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 | $31,177 | $63,433-50.9% | $63,803-51.1% | $64,097-51.4% |
| Participation rate | 11.5% | 65.0%-53.5pp | 72.7%-61.2pp | 55.2%-43.7pp |
| Annual return | 17.48% | 20.74%-3.3pp | 543.72%-526.2pp | 34.64%-17.2pp |
| Employer contribution / active EE | $0 | $2,332-100.0% | $2,532-100.0% | $1,891-100.0% |
| Participant deferral / active EE | $873 | $3,119-72.0% | $3,843-77.3% | $3,080-71.6% |
| Admin fee / account holder | $12,002 | $1,489+705.8% | $5,196+131.0% | $3,454+247.4% |