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 | $40,041 | $82,674-51.6% | $125,363-68.1% | $68,495-41.5% |
| Participation rate | 50.0% | 75.0%-25.0pp | 82.4%-32.4pp | 67.9%-17.9pp |
| Annual return | -16.85% | -5.97%-10.9pp | 572.15%-589.0pp | -7.84%-9.0pp |
| Employer contribution / active EE | $888 | $3,382-73.7% | $4,815-81.6% | $2,596-65.8% |
| Participant deferral / active EE | $1,146 | $6,111-81.2% | $7,447-84.6% | $4,028-71.5% |
| Admin fee / account holder | $3,146 | $6,276-49.9% | $10,005-68.6% | $5,403-41.8% |