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 | $59,416 | $62,583-5.1% | $76,767-22.6% | $64,173-7.4% |
| Participation rate | 42.9% | 72.8%-30.0pp | 77.0%-34.1pp | 69.6%-26.7pp |
| Annual return | -6.66% | -1.95%-4.7pp | 2.43%-9.1pp | 7.63%-14.3pp |
| Employer contribution / active EE | $0 | $1,832-100.0% | $2,485-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,437 | $3,145-54.3% | $3,852-62.7% | $3,470-58.6% |
| Admin fee / account holder | $2,560 | $4,667-45.1% | $6,675-61.7% | $4,887-47.6% |