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 | $33,343 | $67,411-50.5% | $91,004-63.4% | $70,126-52.5% |
| Participation rate | 26.7% | 71.4%-44.7pp | 75.6%-48.9pp | 69.5%-42.9pp |
| Annual return | 15.71% | -40.16%+55.9pp | 4.60%+11.1pp | 73.15%-57.4pp |
| Employer contribution / active EE | $488 | $1,786-72.7% | $2,456-80.1% | $2,343-79.2% |
| Participant deferral / active EE | $912 | $2,823-67.7% | $3,548-74.3% | $3,332-72.6% |
| Admin fee / account holder | $9,262 | $4,236+118.6% | $5,417+71.0% | $4,645+99.4% |