Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $72,043 | $102,938-30.0% | $94,105-23.4% | $138,895-48.1% |
| Participation rate | 25.0% | 74.6%-49.6pp | 71.9%-46.9pp | 79.9%-54.9pp |
| Annual return | 15.32% | 250.28%-235.0pp | 204.55%-189.2pp | 145.39%-130.1pp |
| Employer contribution / active EE | $0 | $2,732-100.0% | $2,504-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $71 | $4,196-98.3% | $3,881-98.2% | $6,396-98.9% |
| Admin fee / account holder | $5,379 | $6,600-18.5% | $6,199-13.2% | $12,562-57.2% |