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 | $146,427 | $52,678+178.0% | $75,784+93.2% | $59,633+145.5% |
| Participation rate | 56.0% | 67.2%-11.2pp | 75.8%-19.8pp | 68.7%-12.7pp |
| Annual return | -2.10% | 2.95%-5.1pp | 9.68%-11.8pp | 2041.45%-2043.6pp |
| Employer contribution / active EE | $6,480 | $2,193+195.4% | $3,323+95.0% | $2,203+194.2% |
| Participant deferral / active EE | $642 | $2,591-75.2% | $3,652-82.4% | $3,192-79.9% |
| Admin fee / account holder | $4,240 | $3,610+17.5% | $5,300-20.0% | $4,297-1.3% |