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 | $35,620 | $93,345-61.8% | $119,126-70.1% | $87,485-59.3% |
| Participation rate | 20.6% | 68.7%-48.1pp | 75.8%-55.2pp | 68.9%-48.3pp |
| Annual return | 15.87% | 19.08%-3.2pp | 282.11%-266.2pp | 26.06%-10.2pp |
| Employer contribution / active EE | $0 | $3,172-100.0% | $4,034-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,627 | $4,099-60.3% | $5,318-69.4% | $4,274-61.9% |
| Admin fee / account holder | $526 | $8,039-93.5% | $10,693-95.1% | $7,775-93.2% |