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 | $44,991 | $76,107-40.9% | $96,576-53.4% | $71,495-37.1% |
| Participation rate | 11.7% | 74.4%-62.7pp | 76.0%-64.3pp | 67.9%-56.2pp |
| Annual return | 14.43% | 22.81%-8.4pp | 25.87%-11.4pp | 28.85%-14.4pp |
| Employer contribution / active EE | $0 | $2,247-100.0% | $2,965-100.0% | $2,589-100.0% |
| Participant deferral / active EE | $1,349 | $4,218-68.0% | $4,851-72.2% | $4,291-68.6% |
| Admin fee / account holder | $1,884 | $2,708-30.4% | $8,253-77.2% | $1,588+18.6% |