Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $35,476 | $62,583-43.3% | $76,767-53.8% | $64,173-44.7% |
| Participation rate | 52.3% | 72.8%-20.5pp | 77.0%-24.7pp | 69.6%-17.3pp |
| Annual return | 7.47% | -1.95%+9.4pp | 2.43%+5.0pp | 7.63%-0.2pp |
| Employer contribution / active EE | $0 | $1,832-100.0% | $2,485-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,016 | $3,145-67.7% | $3,852-73.6% | $3,470-70.7% |
| Admin fee / account holder | $3,880 | $4,667-16.9% | $6,675-41.9% | $4,887-20.6% |