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 | $32,159 | $50,958-36.9% | $74,552-56.9% | $64,181-49.9% |
| Participation rate | 12.2% | 61.1%-48.8pp | 69.1%-56.9pp | 69.6%-57.3pp |
| Annual return | -4.27% | -1.86%-2.4pp | 32.53%-36.8pp | 7.63%-11.9pp |
| Employer contribution / active EE | $0 | $1,115-100.0% | $1,961-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $984 | $2,301-57.2% | $3,108-68.3% | $3,470-71.6% |
| Admin fee / account holder | $1,413 | $4,223-66.5% | $5,060-72.1% | $4,887-71.1% |