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 | $187,928 | $77,817+141.5% | $123,553+52.1% | $64,173+192.8% |
| Participation rate | 19.2% | 74.7%-55.5pp | 82.3%-63.1pp | 69.6%-50.3pp |
| Annual return | -7.82% | 12.49%-20.3pp | 119.21%-127.0pp | 7.63%-15.4pp |
| Employer contribution / active EE | $810 | $3,014-73.1% | $4,628-82.5% | $2,381-66.0% |
| Participant deferral / active EE | $1,836 | $5,240-65.0% | $6,426-71.4% | $3,470-47.1% |
| Admin fee / account holder | $1,584 | $5,519-71.3% | $9,284-82.9% | $4,887-67.6% |