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 | $29,108 | $64,716-55.0% | $112,258-74.1% | $68,495-57.5% |
| Participation rate | 67.7% | 67.2%+0.6pp | 75.1%-7.3pp | 67.9%-0.1pp |
| Annual return | -12.26% | -11.40%-0.9pp | 27.47%-39.7pp | -7.84%-4.4pp |
| Employer contribution / active EE | $594 | $2,746-78.4% | $3,636-83.7% | $2,596-77.1% |
| Participant deferral / active EE | $2,458 | $3,565-31.0% | $4,728-48.0% | $4,028-39.0% |
| Admin fee / account holder | $767 | $5,232-85.3% | $6,411-88.0% | $5,403-85.8% |