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 | $68,981 | $131,835-47.7% | $108,582-36.5% | $273,972-74.8% |
| Participation rate | 66.7% | 83.5%-16.8pp | 79.6%-12.9pp | 83.0%-16.3pp |
| Annual return | 8.36% | -91.57%+99.9pp | -51.70%+60.1pp | 41.46%-33.1pp |
| Employer contribution / active EE | $1,320 | $4,913-73.1% | $3,758-64.9% | $4,869-72.9% |
| Participant deferral / active EE | $1,320 | $5,127-74.3% | $4,311-69.4% | $5,287-75.0% |
| Admin fee / account holder | $500 | $10,253-95.1% | $7,645-93.5% | $10,133-95.1% |