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 | $64,104 | $97,550-34.3% | $120,344-46.7% | $87,485-26.7% |
| Participation rate | 59.5% | 72.8%-13.3pp | 76.7%-17.2pp | 68.9%-9.4pp |
| Annual return | 15.84% | 18.41%-2.6pp | 20.30%-4.5pp | 26.06%-10.2pp |
| Employer contribution / active EE | $0 | $2,291-100.0% | $3,020-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,847 | $4,230-56.3% | $5,135-64.0% | $4,274-56.8% |
| Admin fee / account holder | $6,625 | $9,543-30.6% | $12,742-48.0% | $7,775-14.8% |