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.
Participant 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 | $36,784 | $100,792-63.5% | $86,691-57.6% | $134,509-72.7% |
| Participation rate | 50.0% | 78.9%-28.9pp | 76.6%-26.6pp | 81.2%-31.2pp |
| Annual return | -17.11% | 29.08%-46.2pp | 35.94%-53.1pp | 418.13%-435.2pp |
| Employer contribution / active EE | $1,259 | $3,491-63.9% | $2,837-55.6% | $4,741-73.4% |
| Participant deferral / active EE | $1,499 | $5,339-71.9% | $4,656-67.8% | $6,400-76.6% |
| Admin fee / account holder | $9,633 | $10,924-11.8% | $7,492+28.6% | $11,427-15.7% |