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.
Employer 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 | $46,188 | $95,188-51.5% | $76,518-39.6% | $135,379-65.9% |
| Participation rate | 55.6% | 74.4%-18.8pp | 68.0%-12.4pp | 82.6%-27.1pp |
| Annual return | -4.38% | 4.85%-9.2pp | -0.27%-4.1pp | 519.79%-524.2pp |
| Employer contribution / active EE | -$743 | $3,303-122.5% | $2,647-128.1% | $4,779-115.5% |
| Participant deferral / active EE | $1,917 | $4,640-58.7% | $3,836-50.0% | $5,609-65.8% |
| Admin fee / account holder | $6,113 | $6,249-2.2% | $4,849+26.1% | $10,828-43.5% |