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 | $44,650 | $73,978-39.6% | $96,515-53.7% | $75,173-40.6% |
| Participation rate | 23.1% | 66.4%-43.4pp | 74.3%-51.3pp | 67.2%-44.1pp |
| Annual return | 20.99% | 26.72%-5.7pp | 35.73%-14.7pp | 160.72%-139.7pp |
| Employer contribution / active EE | $0 | $2,931-100.0% | $3,740-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,031 | $3,660-71.8% | $4,880-78.9% | $4,126-75.0% |
| Admin fee / account holder | $390 | $5,219-92.5% | $6,735-94.2% | $5,651-93.1% |