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 | $44,100 | $54,380-18.9% | $68,509-35.6% | $59,633-26.0% |
| Participation rate | 54.0% | 70.2%-16.2pp | 74.7%-20.7pp | 68.7%-14.7pp |
| Annual return | -1.77% | 2.83%-4.6pp | 8.27%-10.0pp | 2041.45%-2043.2pp |
| Employer contribution / active EE | $0 | $1,539-100.0% | $2,278-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $2,127 | $2,643-19.5% | $3,382-37.1% | $3,192-33.4% |
| Admin fee / account holder | $1,864 | $3,885-52.0% | $5,275-64.7% | $4,297-56.6% |