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 | $67,441 | $100,805-33.1% | $86,698-22.2% | $134,532-49.9% |
| Participation rate | 36.4% | 79.0%-42.6pp | 76.6%-40.2pp | 81.2%-44.9pp |
| Annual return | -19.66% | 29.09%-48.7pp | 35.95%-55.6pp | 418.27%-437.9pp |
| Employer contribution / active EE | $1,241 | $3,490-64.4% | $2,837-56.3% | $4,741-73.8% |
| Participant deferral / active EE | $1,457 | $5,339-72.7% | $4,656-68.7% | $6,401-77.2% |
| Admin fee / account holder | $2,464 | $10,925-77.4% | $7,493-67.1% | $11,429-78.4% |