Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $10,266 | $73,863-86.1% | $143,797-92.9% | $68,490-85.0% |
| Participation rate | 12.5% | 66.7%-54.2pp | 80.3%-67.8pp | 67.9%-55.4pp |
| Annual return | 0.00% | 0.91%-0.9pp | -0.04%0pp | -7.85%+7.9pp |
| Employer contribution / active EE | $299 | $3,185-90.6% | $4,952-94.0% | $2,597-88.5% |
| Participant deferral / active EE | $2,000 | $3,385-40.9% | $5,638-64.5% | $4,028-50.4% |
| Admin fee / account holder | $11,850 | $5,756+105.9% | $14,679-19.3% | $5,403+119.3% |