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 | $107,963 | $162,781-33.7% | $133,956-19.4% | $158,931-32.1% |
| Participation rate | 45.5% | 83.2%-37.8pp | 79.8%-34.4pp | 82.0%-36.5pp |
| Annual return | 21.43% | 41.94%-20.5pp | 45.09%-23.7pp | 302.86%-281.4pp |
| Employer contribution / active EE | $0 | $4,975-100.0% | $3,919-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $1,695 | $5,911-71.3% | $5,048-66.4% | $5,982-71.7% |
| Admin fee / account holder | $1,296 | $11,736-89.0% | $8,927-85.5% | $11,247-88.5% |