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 | $24,680 | $65,364-62.2% | $92,909-73.4% | $72,975-66.2% |
| Participation rate | 23.1% | 68.3%-45.2pp | 76.0%-52.9pp | 69.5%-46.4pp |
| Annual return | 16.68% | 42.11%-25.4pp | 109.44%-92.8pp | 81.01%-64.3pp |
| Employer contribution / active EE | $0 | $2,594-100.0% | $3,653-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $199 | $3,128-93.7% | $4,238-95.3% | $3,608-94.5% |
| Admin fee / account holder | $853 | $4,251-79.9% | $5,795-85.3% | $5,124-83.4% |