Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $30,570 | $90,674-66.3% | $96,707-68.4% | $82,448-62.9% |
| Participation rate | 19.2% | 75.9%-56.7pp | 80.4%-61.1pp | 68.1%-48.8pp |
| Annual return | 15.64% | 49.05%-33.4pp | 34.78%-19.1pp | 41.64%-26.0pp |
| Employer contribution / active EE | $0 | $3,975-100.0% | $4,191-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,632 | $5,696-71.3% | $5,997-72.8% | $4,139-60.6% |
| Admin fee / account holder | $357 | $7,568-95.3% | $7,503-95.2% | $7,234-95.1% |