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 | $134,438 | $71,873+87.0% | $86,698+55.1% | $68,490+96.3% |
| Participation rate | 44.1% | 72.2%-28.1pp | 76.6%-32.5pp | 67.9%-23.8pp |
| Annual return | -18.61% | 3.54%-22.1pp | 35.96%-54.6pp | -7.85%-10.8pp |
| Employer contribution / active EE | $412 | $2,173-81.0% | $2,837-85.5% | $2,597-84.1% |
| Participant deferral / active EE | $2,578 | $3,779-31.8% | $4,656-44.6% | $4,028-36.0% |
| Admin fee / account holder | $12,456 | $6,110+103.9% | $7,492+66.3% | $5,403+130.6% |