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 | $42,271 | $93,345-54.7% | $119,126-64.5% | $87,485-51.7% |
| Participation rate | 61.4% | 68.7%-7.3pp | 75.8%-14.4pp | 68.9%-7.5pp |
| Annual return | 24.95% | 19.08%+5.9pp | 282.11%-257.2pp | 26.06%-1.1pp |
| Employer contribution / active EE | $0 | $3,172-100.0% | $4,034-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $907 | $4,099-77.9% | $5,318-82.9% | $4,274-78.8% |
| Admin fee / account holder | $1,464 | $8,039-81.8% | $10,693-86.3% | $7,775-81.2% |