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 | $30,440 | $73,839-58.8% | $143,788-78.8% | $68,495-55.6% |
| Participation rate | 51.2% | 66.7%-15.4pp | 80.3%-29.1pp | 67.9%-16.7pp |
| Annual return | -13.78% | 1.01%-14.8pp | -0.03%-13.8pp | -7.84%-5.9pp |
| Employer contribution / active EE | $0 | $3,184-100.0% | $4,952-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,420 | $3,384-58.0% | $5,638-74.8% | $4,028-64.7% |
| Admin fee / account holder | $4,776 | $5,755-17.0% | $14,675-67.5% | $5,403-11.6% |