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 | $29,110 | $87,546-66.7% | $75,784-61.6% | $125,389-76.8% |
| Participation rate | 61.9% | 80.2%-18.3pp | 75.8%-13.9pp | 83.2%-21.3pp |
| Annual return | -1.89% | 13.49%-15.4pp | 9.68%-11.6pp | 282.24%-284.1pp |
| Employer contribution / active EE | $146 | $3,930-96.3% | $3,323-95.6% | $4,866-97.0% |
| Participant deferral / active EE | $5,276 | $4,230+24.7% | $3,652+44.5% | $5,352-1.4% |
| Admin fee / account holder | $560 | $6,503-91.4% | $5,300-89.4% | $9,541-94.1% |