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 | $64,351 | $59,819+7.6% | $79,583-19.1% | $68,490-6.0% |
| Participation rate | 56.4% | 61.1%-4.7pp | 69.5%-13.1pp | 67.9%-11.5pp |
| Annual return | -13.03% | -12.30%-0.7pp | 0.16%-13.2pp | -7.85%-5.2pp |
| Employer contribution / active EE | $51 | $1,505-96.6% | $2,414-97.9% | $2,597-98.0% |
| Participant deferral / active EE | $1,959 | $3,025-35.2% | $3,986-50.8% | $4,028-51.4% |
| Admin fee / account holder | $1,960 | $4,835-59.5% | $6,835-71.3% | $5,403-63.7% |