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 | $35,808 | $52,911-32.3% | $73,309-51.2% | $59,633-40.0% |
| Participation rate | 46.4% | 68.2%-21.8pp | 74.9%-28.5pp | 68.7%-22.3pp |
| Annual return | -1.16% | 12.20%-13.4pp | 5.67%-6.8pp | 2041.45%-2042.6pp |
| Employer contribution / active EE | $2,701 | $1,909+41.5% | $3,237-16.6% | $2,203+22.6% |
| Participant deferral / active EE | $673 | $4,069-83.5% | $4,991-86.5% | $3,192-78.9% |
| Admin fee / account holder | $3,512 | $3,835-8.4% | $5,635-37.7% | $4,297-18.3% |