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 | $54,047 | $65,704-17.7% | $94,229-42.6% | $59,633-9.4% |
| Participation rate | 40.7% | 72.1%-31.4pp | 78.8%-38.0pp | 68.7%-27.9pp |
| Annual return | 0.38% | 5.22%-4.8pp | 10.68%-10.3pp | 2041.45%-2041.1pp |
| Employer contribution / active EE | $506 | $2,021-74.9% | $3,587-85.9% | $2,203-77.0% |
| Participant deferral / active EE | $1,352 | $3,143-57.0% | $4,320-68.7% | $3,192-57.7% |
| Admin fee / account holder | $563 | $4,265-86.8% | $6,269-91.0% | $4,297-86.9% |