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 | $34,470 | $162,821-78.8% | $133,978-74.3% | $158,982-78.3% |
| Participation rate | 52.9% | 83.2%-30.3pp | 79.8%-26.9pp | 82.0%-29.0pp |
| Annual return | 10.98% | 41.95%-31.0pp | 45.10%-34.1pp | 302.99%-292.0pp |
| Employer contribution / active EE | $3,742 | $4,976-24.8% | $3,919-4.5% | $4,763-21.4% |
| Participant deferral / active EE | $0 | $5,910-100.0% | $5,047-100.0% | $5,983-100.0% |
| Admin fee / account holder | $958 | $11,742-91.8% | $8,930-89.3% | $11,252-91.5% |