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 | $40,285 | $72,404-44.4% | $110,243-63.5% | $64,173-37.2% |
| Participation rate | 32.6% | 73.3%-40.7pp | 79.8%-47.2pp | 69.6%-37.0pp |
| Annual return | -3.97% | -6.29%+2.3pp | 314.76%-318.7pp | 7.63%-11.6pp |
| Employer contribution / active EE | $683 | $2,282-70.1% | $3,827-82.1% | $2,381-71.3% |
| Participant deferral / active EE | $1,424 | $3,469-58.9% | $4,672-69.5% | $3,470-58.9% |
| Admin fee / account holder | $2,039 | $5,664-64.0% | $8,548-76.1% | $4,887-58.3% |