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 | $40,098 | $134,001-70.1% | $112,258-64.3% | $134,509-70.2% |
| Participation rate | 45.5% | 78.6%-33.1pp | 75.1%-29.6pp | 81.2%-35.8pp |
| Annual return | -17.03% | 47.15%-64.2pp | 27.47%-44.5pp | 418.13%-435.2pp |
| Employer contribution / active EE | $997 | $4,039-75.3% | $3,636-72.6% | $4,741-79.0% |
| Participant deferral / active EE | $1,321 | $5,291-75.0% | $4,728-72.1% | $6,400-79.4% |
| Admin fee / account holder | $1,077 | $7,491-85.6% | $6,411-83.2% | $11,427-90.6% |