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 | $25,690 | $65,083-60.5% | $143,788-82.1% | $66,930-61.6% |
| Participation rate | 64.7% | 65.2%-0.5pp | 80.3%-15.6pp | 69.8%-5.1pp |
| Annual return | -10.24% | -11.13%+0.9pp | -0.03%-10.2pp | 1.57%-11.8pp |
| Employer contribution / active EE | $411 | $2,361-82.6% | $4,952-91.7% | $2,545-83.9% |
| Participant deferral / active EE | $904 | $2,920-69.0% | $5,638-84.0% | $4,238-78.7% |
| Admin fee / account holder | $588 | $502+17.1% | $14,675-96.0% | $593-0.9% |