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.
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 | $69,193 | $54,162+27.8% | $68,612+0.8% | $64,173+7.8% |
| Participation rate | 69.0% | 68.1%+1.0pp | 72.2%-3.2pp | 69.6%-0.5pp |
| Annual return | -7.70% | -1.62%-6.1pp | -4.63%-3.1pp | 7.63%-15.3pp |
| Employer contribution / active EE | $0 | $1,846-100.0% | $2,625-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $4,990 | $2,626+90.0% | $3,311+50.7% | $3,470+43.8% |
| Admin fee / account holder | $932 | $4,029-76.9% | $5,131-81.8% | $4,887-80.9% |