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 | $51,390 | $67,411-23.8% | $91,004-43.5% | $70,124-26.7% |
| Participation rate | 28.8% | 71.4%-42.6pp | 75.6%-46.8pp | 69.5%-40.7pp |
| Annual return | 14.08% | -40.16%+54.2pp | 4.60%+9.5pp | 73.14%-59.1pp |
| Employer contribution / active EE | $0 | $1,786-100.0% | $2,456-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $543 | $2,823-80.8% | $3,548-84.7% | $3,332-83.7% |
| Admin fee / account holder | $2,761 | $4,236-34.8% | $5,417-49.0% | $4,645-40.6% |