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 | $58,165 | $32,117+81.1% | $71,086-18.2% | $64,181-9.4% |
| Participation rate | 6.3% | 42.7%-36.4pp | 54.7%-48.4pp | 69.6%-63.3pp |
| Annual return | -10.00% | -5.57%-4.4pp | 650.59%-660.6pp | 7.63%-17.6pp |
| Employer contribution / active EE | $102 | $712-85.6% | $1,088-90.6% | $2,381-95.7% |
| Participant deferral / active EE | $220 | $1,263-82.6% | $1,874-88.2% | $3,470-93.7% |
| Admin fee / account holder | $1,116 | $2,759-59.5% | $3,082-63.8% | $4,887-77.2% |