Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $46,579 | $73,019-36.2% | $90,766-48.7% | $68,490-32.0% |
| Participation rate | 37.1% | 70.8%-33.7pp | 75.7%-38.6pp | 67.9%-30.8pp |
| Annual return | -17.01% | -13.81%-3.2pp | -12.16%-4.9pp | -7.85%-9.2pp |
| Employer contribution / active EE | $0 | $2,193-100.0% | $2,922-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $521 | $3,626-85.6% | $4,565-88.6% | $4,028-87.1% |
| Admin fee / account holder | $4,757 | $5,897-19.3% | $8,446-43.7% | $5,403-12.0% |