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 | $69,869 | $62,583+11.6% | $76,767-9.0% | $64,173+8.9% |
| Participation rate | 31.0% | 72.8%-41.8pp | 77.0%-45.9pp | 69.6%-38.5pp |
| Annual return | -6.12% | -1.95%-4.2pp | 2.43%-8.5pp | 7.63%-13.8pp |
| Employer contribution / active EE | $0 | $1,832-100.0% | $2,485-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $460 | $3,145-85.4% | $3,852-88.1% | $3,470-86.8% |
| Admin fee / account holder | $9,636 | $4,667+106.5% | $6,675+44.4% | $4,887+97.2% |