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 | $19,899 | $57,352-65.3% | $83,830-76.3% | $64,173-69.0% |
| Participation rate | 28.6% | 68.6%-40.0pp | 76.1%-47.6pp | 69.6%-41.0pp |
| Annual return | -8.45% | 11.38%-19.8pp | 850.97%-859.4pp | 7.63%-16.1pp |
| Employer contribution / active EE | $529 | $2,546-79.2% | $3,631-85.4% | $2,381-77.8% |
| Participant deferral / active EE | $1,791 | $2,993-40.2% | $4,082-56.1% | $3,470-48.4% |
| Admin fee / account holder | $315 | $4,046-92.2% | $5,479-94.2% | $4,887-93.6% |