Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $29,143 | $109,782-73.5% | $260,467-88.8% | $94,015-69.0% |
| Participation rate | 14.7% | 67.2%-52.5pp | 80.5%-65.7pp | 70.8%-56.1pp |
| Annual return | 19.24% | 18.60%+0.6pp | 100.60%-81.4pp | 17.84%+1.4pp |
| Employer contribution / active EE | $0 | $2,147-100.0% | $4,239-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $1,054 | $4,044-73.9% | $6,319-83.3% | $4,249-75.2% |
| Admin fee / account holder | $854 | $11,958-92.9% | $15,461-94.5% | $8,951-90.5% |