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 | $13,227 | $57,073-76.8% | $85,126-84.5% | $80,925-83.7% |
| Participation rate | 17.6% | 56.4%-38.8pp | 67.5%-49.9pp | 67.7%-50.0pp |
| Annual return | 11.24% | 21.69%-10.5pp | 66.63%-55.4pp | 35.65%-24.4pp |
| Employer contribution / active EE | $0 | $1,801-100.0% | $2,731-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $703 | $3,113-77.4% | $4,523-84.5% | $4,299-83.6% |
| Admin fee / account holder | $1,063 | $4,988-78.7% | $6,160-82.7% | $6,940-84.7% |