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 | $66,123 | $58,587+12.9% | $83,322-20.6% | $64,173+3.0% |
| Participation rate | 54.8% | 72.0%-17.3pp | 77.8%-23.0pp | 69.6%-14.8pp |
| Annual return | -4.40% | 9.65%-14.1pp | 10.64%-15.0pp | 7.63%-12.0pp |
| Employer contribution / active EE | $1,310 | $2,098-37.6% | $3,379-61.2% | $2,381-45.0% |
| Participant deferral / active EE | $1,488 | $4,654-68.0% | $5,565-73.3% | $3,470-57.1% |
| Admin fee / account holder | $414 | $9,279-95.5% | $7,540-94.5% | $4,887-91.5% |