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 | $65,875 | $45,566+44.6% | $64,105+2.8% | $59,633+10.5% |
| Participation rate | 21.5% | 60.2%-38.6pp | 68.2%-46.6pp | 68.7%-47.1pp |
| Annual return | -2.13% | 4.95%-7.1pp | 791.24%-793.4pp | 2041.40%-2043.5pp |
| Employer contribution / active EE | $355 | $934-62.0% | $1,820-80.5% | $2,203-83.9% |
| Participant deferral / active EE | $778 | $2,057-62.2% | $2,822-72.4% | $3,192-75.6% |
| Admin fee / account holder | $4,361 | $3,268+33.5% | $4,499-3.1% | $4,297+1.5% |