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 | $28,330 | $82,674-65.7% | $125,381-77.4% | $68,486-58.6% |
| Participation rate | 65.4% | 75.1%-9.7pp | 82.4%-17.0pp | 67.9%-2.5pp |
| Annual return | -12.15% | -5.97%-6.2pp | 572.31%-584.5pp | -7.85%-4.3pp |
| Employer contribution / active EE | $1,176 | $3,382-65.2% | $4,815-75.6% | $2,597-54.7% |
| Participant deferral / active EE | $1,923 | $6,111-68.5% | $7,448-74.2% | $4,028-52.2% |
| Admin fee / account holder | $2,800 | $6,277-55.4% | $10,007-72.0% | $5,404-48.2% |