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 | $52,723 | $52,678+0.1% | $75,784-30.4% | $59,633-11.6% |
| Participation rate | 55.2% | 67.2%-12.1pp | 75.8%-20.6pp | 68.7%-13.5pp |
| Annual return | -2.91% | 2.95%-5.9pp | 9.68%-12.6pp | 2041.45%-2044.4pp |
| Employer contribution / active EE | $2,309 | $2,193+5.3% | $3,323-30.5% | $2,203+4.8% |
| Participant deferral / active EE | $0 | $2,591-100.0% | $3,652-100.0% | $3,192-100.0% |
| Admin fee / account holder | $2,794 | $3,610-22.6% | $5,300-47.3% | $4,297-35.0% |