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 | $42,470 | $185,312-77.1% | $161,489-73.7% | $154,746-72.6% |
| Participation rate | 35.0% | 82.5%-47.5pp | 78.7%-43.7pp | 80.7%-45.7pp |
| Annual return | 16.93% | 103.84%-86.9pp | 89.72%-72.8pp | 172.34%-155.4pp |
| Employer contribution / active EE | $0 | $4,769-100.0% | $4,268-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $1,378 | $6,350-78.3% | $5,630-75.5% | $6,730-79.5% |
| Admin fee / account holder | $1,849 | $18,654-90.1% | $16,006-88.5% | $14,365-87.1% |