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 | $125,451 | $50,947+146.2% | $74,551+68.3% | $64,173+95.5% |
| Participation rate | 27.6% | 61.1%-33.5pp | 69.1%-41.6pp | 69.6%-42.0pp |
| Annual return | -7.48% | -1.85%-5.6pp | 32.53%-40.0pp | 7.63%-15.1pp |
| Employer contribution / active EE | $408 | $1,115-63.4% | $1,961-79.2% | $2,381-82.9% |
| Participant deferral / active EE | $583 | $2,302-74.7% | $3,108-81.3% | $3,470-83.2% |
| Admin fee / account holder | $5,654 | $4,221+34.0% | $5,059+11.8% | $4,887+15.7% |