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 | $60,880 | $72,404-15.9% | $110,241-44.8% | $64,181-5.1% |
| Participation rate | 65.9% | 73.3%-7.5pp | 79.8%-14.0pp | 69.6%-3.7pp |
| Annual return | -4.02% | -6.29%+2.3pp | 314.75%-318.8pp | 7.63%-11.6pp |
| Employer contribution / active EE | $381 | $2,282-83.3% | $3,827-90.0% | $2,381-84.0% |
| Participant deferral / active EE | $2,763 | $3,469-20.3% | $4,672-40.9% | $3,470-20.4% |
| Admin fee / account holder | $788 | $5,664-86.1% | $8,548-90.8% | $4,887-83.9% |