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 | $21,834 | $64,719-66.3% | $112,249-80.5% | $68,486-68.1% |
| Participation rate | 58.3% | 67.2%-8.8pp | 75.1%-16.7pp | 67.9%-9.6pp |
| Annual return | -13.57% | -11.40%-2.2pp | 27.48%-41.1pp | -7.85%-5.7pp |
| Employer contribution / active EE | $1,241 | $2,747-54.8% | $3,636-65.9% | $2,597-52.2% |
| Participant deferral / active EE | $1,434 | $3,565-59.8% | $4,729-69.7% | $4,028-64.4% |
| Admin fee / account holder | $6,056 | $5,232+15.7% | $6,412-5.6% | $5,404+12.1% |