Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $15,808 | $45,109-65.0% | $85,240-81.5% | $77,762-79.7% |
| Participation rate | 12.2% | 48.7%-36.4pp | 67.5%-55.3pp | 70.6%-58.4pp |
| Annual return | 66.99% | 79.55%-12.6pp | 66.75%+0.2pp | 31.27%+35.7pp |
| Employer contribution / active EE | $0 | $1,602-100.0% | $2,735-100.0% | $2,728-100.0% |
| Participant deferral / active EE | $444 | $2,814-84.2% | $4,527-90.2% | $4,651-90.5% |
| Admin fee / account holder | $969 | $915+5.9% | $6,165-84.3% | $433+123.8% |