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 | $59,971 | $95,404-37.1% | $113,397-47.1% | $82,637-27.4% |
| Participation rate | 40.0% | 72.8%-32.8pp | 76.5%-36.5pp | 68.1%-28.1pp |
| Annual return | 15.93% | 19.08%-3.1pp | 23.20%-7.3pp | 53.51%-37.6pp |
| Employer contribution / active EE | $0 | $2,307-100.0% | $2,977-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $816 | $4,220-80.7% | $5,076-83.9% | $4,126-80.2% |
| Admin fee / account holder | $598 | $9,168-93.5% | $11,957-95.0% | $7,339-91.8% |