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 | $33,239 | $84,236-60.5% | $170,435-80.5% | $70,126-52.6% |
| Participation rate | 17.1% | 70.8%-53.8pp | 83.6%-66.5pp | 69.5%-52.5pp |
| Annual return | 18.57% | 23.06%-4.5pp | 205.94%-187.4pp | 73.15%-54.6pp |
| Employer contribution / active EE | $0 | $3,387-100.0% | $5,432-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $438 | $3,086-85.8% | $4,939-91.1% | $3,332-86.9% |
| Admin fee / account holder | $1,809 | $5,698-68.2% | $13,881-87.0% | $4,645-61.1% |