Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $26,297 | $82,324-68.1% | $68,803-61.8% | $134,545-80.5% |
| Participation rate | 43.5% | 75.1%-31.6pp | 69.0%-25.5pp | 81.2%-37.8pp |
| Annual return | -10.79% | -2.17%-8.6pp | -6.37%-4.4pp | 418.37%-429.2pp |
| Employer contribution / active EE | $0 | $3,302-100.0% | $2,656-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $544 | $4,740-88.5% | $3,942-86.2% | $6,401-91.5% |
| Admin fee / account holder | $579 | $6,485-91.1% | $4,936-88.3% | $11,431-94.9% |