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 | $21,437 | $50,947-57.9% | $74,551-71.2% | $64,173-66.6% |
| Participation rate | 36.6% | 61.1%-24.4pp | 69.1%-32.5pp | 69.6%-32.9pp |
| Annual return | -6.80% | -1.85%-4.9pp | 32.53%-39.3pp | 7.63%-14.4pp |
| Employer contribution / active EE | $490 | $1,115-56.1% | $1,961-75.0% | $2,381-79.4% |
| Participant deferral / active EE | $924 | $2,302-59.8% | $3,108-70.3% | $3,470-73.4% |
| Admin fee / account holder | $810 | $4,221-80.8% | $5,059-84.0% | $4,887-83.4% |