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 | $46,599 | $127,387-63.4% | $115,038-59.5% | $125,389-62.8% |
| Participation rate | 66.7% | 84.2%-17.5pp | 81.4%-14.7pp | 83.2%-16.5pp |
| Annual return | -2.49% | 31.28%-33.8pp | 26.14%-28.6pp | 282.24%-284.7pp |
| Employer contribution / active EE | $5,975 | $5,166+15.6% | $4,608+29.7% | $4,866+22.8% |
| Participant deferral / active EE | $843 | $6,423-86.9% | $6,026-86.0% | $5,352-84.3% |
| Admin fee / account holder | $4,739 | $9,516-50.2% | $8,175-42.0% | $9,541-50.3% |