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 | $13,695 | $49,280-72.2% | $67,313-79.7% | $64,173-78.7% |
| Participation rate | 25.3% | 60.8%-35.5pp | 69.1%-43.8pp | 69.6%-44.3pp |
| Annual return | -6.23% | -1.39%-4.8pp | -4.08%-2.2pp | 7.63%-13.9pp |
| Employer contribution / active EE | $433 | $1,668-74.1% | $2,566-83.1% | $2,381-81.8% |
| Participant deferral / active EE | $734 | $2,484-70.5% | $3,568-79.4% | $3,470-78.8% |
| Admin fee / account holder | $2,232 | $3,863-42.2% | $4,507-50.5% | $4,887-54.3% |