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 | $20,153 | $55,457-63.7% | $77,361-73.9% | $94,015-78.6% |
| Participation rate | 19.7% | 69.8%-50.1pp | 75.0%-55.2pp | 70.8%-51.1pp |
| Annual return | 12.46% | 15.57%-3.1pp | 1011.54%-999.1pp | 17.84%-5.4pp |
| Employer contribution / active EE | $0 | $2,255-100.0% | $2,990-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $596 | $3,069-80.6% | $3,911-84.7% | $4,249-86.0% |
| Admin fee / account holder | $2,069 | $4,334-52.3% | $5,894-64.9% | $8,951-76.9% |