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 | $200,151 | $59,813+234.6% | $79,580+151.5% | $68,486+192.3% |
| Participation rate | 31.0% | 61.1%-30.0pp | 69.5%-38.5pp | 67.9%-36.9pp |
| Annual return | -16.42% | -12.30%-4.1pp | 0.15%-16.6pp | -7.85%-8.6pp |
| Employer contribution / active EE | $510 | $1,505-66.1% | $2,413-78.9% | $2,597-80.4% |
| Participant deferral / active EE | $1,263 | $3,024-58.2% | $3,985-68.3% | $4,028-68.6% |
| Admin fee / account holder | $9,821 | $4,835+103.1% | $6,835+43.7% | $5,404+81.7% |