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 | $30,548 | $76,551-60.1% | $123,894-75.3% | $62,881-51.4% |
| Participation rate | 17.1% | 73.0%-55.9pp | 81.4%-64.3pp | 69.3%-52.2pp |
| Annual return | 7.96% | 18.68%-10.7pp | 47.52%-39.6pp | 20.14%-12.2pp |
| Employer contribution / active EE | $0 | $2,882-100.0% | $4,617-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,278 | $4,840-73.6% | $5,984-78.6% | $3,203-60.1% |
| Admin fee / account holder | $4,300 | $4,826-10.9% | $8,357-48.5% | $4,296+0.1% |