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 | $63,782 | $140,592-54.6% | $123,105-48.2% | $125,389-49.1% |
| Participation rate | 60.0% | 88.2%-28.2pp | 86.8%-26.8pp | 83.2%-23.2pp |
| Annual return | -3.12% | 16.80%-19.9pp | 13.22%-16.3pp | 282.24%-285.4pp |
| Employer contribution / active EE | $3,048 | $6,041-49.5% | $5,151-40.8% | $4,866-37.4% |
| Participant deferral / active EE | $1,134 | $6,980-83.8% | $6,229-81.8% | $5,352-78.8% |
| Admin fee / account holder | $842 | $11,198-92.5% | $9,014-90.7% | $9,541-91.2% |