Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $81,102 | $76,407+6.1% | $150,298-46.0% | $82,448-1.6% |
| Participation rate | 25.0% | 66.4%-41.4pp | 77.8%-52.8pp | 68.1%-43.1pp |
| Annual return | 14.98% | 39.99%-25.0pp | 62.79%-47.8pp | 41.64%-26.7pp |
| Employer contribution / active EE | $0 | $2,614-100.0% | $4,154-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $159 | $3,214-95.0% | $5,453-97.1% | $4,139-96.2% |
| Admin fee / account holder | $5,890 | $6,352-7.3% | $14,116-58.3% | $7,234-18.6% |