Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $52,336 | $51,642+1.3% | $129,384-59.5% | $80,935-35.3% |
| Participation rate | 15.3% | 56.9%-41.6pp | 69.6%-54.3pp | 67.7%-52.4pp |
| Annual return | 26.10% | 20.78%+5.3pp | 9461.77%-9435.7pp | 35.66%-9.6pp |
| Employer contribution / active EE | $0 | $1,583-100.0% | $4,153-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $526 | $2,670-80.3% | $4,166-87.4% | $4,299-87.8% |
| Admin fee / account holder | $1,066 | $4,312-75.3% | $7,686-86.1% | $6,924-84.6% |