Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $21,011 | $82,678-74.6% | $125,391-83.2% | $68,490-69.3% |
| Participation rate | 56.7% | 75.1%-18.4pp | 82.4%-25.7pp | 67.9%-11.2pp |
| Annual return | -19.19% | -5.97%-13.2pp | 572.41%-591.6pp | -7.85%-11.3pp |
| Employer contribution / active EE | $642 | $3,382-81.0% | $4,816-86.7% | $2,597-75.3% |
| Participant deferral / active EE | $2,956 | $6,111-51.6% | $7,448-60.3% | $4,028-26.6% |
| Admin fee / account holder | $541 | $6,277-91.4% | $10,009-94.6% | $5,403-90.0% |