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 | $22,649 | $228,395-90.1% | $185,861-87.8% | $158,982-85.8% |
| Participation rate | 64.7% | 82.3%-17.6pp | 78.0%-13.3pp | 82.0%-17.3pp |
| Annual return | 14.78% | 40.82%-26.0pp | 35.96%-21.2pp | 302.99%-288.2pp |
| Employer contribution / active EE | $0 | $4,968-100.0% | $4,088-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $924 | $6,417-85.6% | $5,634-83.6% | $5,983-84.6% |
| Admin fee / account holder | $1,385 | $11,869-88.3% | $9,503-85.4% | $11,252-87.7% |