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 | $75,906 | $59,111+28.4% | $86,451-12.2% | $68,490+10.8% |
| Participation rate | 67.3% | 75.2%-7.9pp | 80.3%-13.0pp | 67.9%-0.6pp |
| Annual return | 1.25% | -0.22%+1.5pp | 4398.51%-4397.3pp | -7.85%+9.1pp |
| Employer contribution / active EE | $0 | $2,519-100.0% | $3,770-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $4,496 | $5,900-23.8% | $6,953-35.3% | $4,028+11.6% |
| Admin fee / account holder | $4,679 | $5,640-17.0% | $6,734-30.5% | $5,403-13.4% |