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 | $50,664 | $124,425-59.3% | $112,040-54.8% | $137,256-63.1% |
| Participation rate | 35.7% | 79.3%-43.6pp | 76.5%-40.8pp | 80.0%-44.2pp |
| Annual return | 11.15% | 24.72%-13.6pp | 24.52%-13.4pp | 220.34%-209.2pp |
| Employer contribution / active EE | $0 | $3,411-100.0% | $2,954-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $291 | $5,718-94.9% | $5,098-94.3% | $6,407-95.5% |
| Admin fee / account holder | $12,084 | $15,207-20.5% | $12,098-0.1% | $12,270-1.5% |