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 | $32,790 | $103,387-68.3% | $87,102-62.4% | $152,885-78.6% |
| Participation rate | 69.2% | 79.4%-10.1pp | 76.9%-7.6pp | 82.5%-13.2pp |
| Annual return | 21.73% | 28.10%-6.4pp | 28.19%-6.5pp | 345.39%-323.7pp |
| Employer contribution / active EE | $0 | $3,221-100.0% | $2,521-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $1,248 | $4,778-73.9% | $4,048-69.2% | $5,851-78.7% |
| Admin fee / account holder | $597 | $12,193-95.1% | $7,491-92.0% | $11,598-94.9% |