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 | $60,868 | $71,526-14.9% | $98,450-38.2% | $71,495-14.9% |
| Participation rate | 24.0% | 72.7%-48.7pp | 75.2%-51.1pp | 67.9%-43.9pp |
| Annual return | 15.51% | 32.42%-16.9pp | 21.16%-5.7pp | 28.85%-13.3pp |
| Employer contribution / active EE | $0 | $2,400-100.0% | $3,049-100.0% | $2,589-100.0% |
| Participant deferral / active EE | $656 | $4,110-84.0% | $4,739-86.2% | $4,291-84.7% |
| Admin fee / account holder | $2,631 | $1,675+57.0% | $8,961-70.6% | $1,588+65.7% |