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 | $35,582 | $62,583-43.1% | $76,767-53.6% | $64,173-44.6% |
| Participation rate | 41.8% | 72.8%-31.1pp | 77.0%-35.2pp | 69.6%-27.8pp |
| Annual return | -1.29% | -1.95%+0.7pp | 2.43%-3.7pp | 7.63%-8.9pp |
| Employer contribution / active EE | $668 | $1,832-63.5% | $2,485-73.1% | $2,381-71.9% |
| Participant deferral / active EE | $1,184 | $3,145-62.3% | $3,852-69.3% | $3,470-65.9% |
| Admin fee / account holder | $423 | $4,667-90.9% | $6,675-93.7% | $4,887-91.3% |