Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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.
Employer 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 | $18,955 | $64,729-70.7% | $112,263-83.1% | $68,490-72.3% |
| Participation rate | 40.0% | 67.2%-27.2pp | 75.1%-35.1pp | 67.9%-27.9pp |
| Annual return | -14.74% | -11.40%-3.3pp | 27.49%-42.2pp | -7.85%-6.9pp |
| Employer contribution / active EE | $564 | $2,746-79.5% | $3,636-84.5% | $2,597-78.3% |
| Participant deferral / active EE | $1,579 | $3,566-55.7% | $4,729-66.6% | $4,028-60.8% |
| Admin fee / account holder | $459 | $5,222-91.2% | $6,410-92.8% | $5,403-91.5% |