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 | $30,634 | $55,684-45.0% | $75,900-59.6% | $72,976-58.0% |
| Participation rate | 13.5% | 61.1%-47.7pp | 69.3%-55.8pp | 69.5%-56.0pp |
| Annual return | 18.81% | 27.60%-8.8pp | 30.73%-11.9pp | 81.02%-62.2pp |
| Employer contribution / active EE | $0 | $1,687-100.0% | $2,501-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $753 | $2,634-71.4% | $3,604-79.1% | $3,608-79.1% |
| Admin fee / account holder | $643 | $3,981-83.9% | $5,421-88.1% | $5,124-87.5% |