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 | $47,049 | $94,529-50.2% | $140,019-66.4% | $64,181-26.7% |
| Participation rate | 59.3% | 84.1%-24.8pp | 87.5%-28.2pp | 69.6%-10.3pp |
| Annual return | -3.41% | 7.77%-11.2pp | 651.15%-654.6pp | 7.63%-11.0pp |
| Employer contribution / active EE | $1,146 | $3,812-69.9% | $5,605-79.5% | $2,381-51.8% |
| Participant deferral / active EE | $1,665 | $5,250-68.3% | $6,927-76.0% | $3,470-52.0% |
| Admin fee / account holder | $337 | $6,741-95.0% | $10,705-96.9% | $4,887-93.1% |