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 | $55,732 | $73,839-24.5% | $143,788-61.2% | $68,495-18.6% |
| Participation rate | 57.1% | 66.7%-9.5pp | 80.3%-23.2pp | 67.9%-10.7pp |
| Annual return | -18.11% | 1.01%-19.1pp | -0.03%-18.1pp | -7.84%-10.3pp |
| Employer contribution / active EE | $370 | $3,184-88.4% | $4,952-92.5% | $2,596-85.7% |
| Participant deferral / active EE | $2,529 | $3,384-25.3% | $5,638-55.1% | $4,028-37.2% |
| Admin fee / account holder | $6,867 | $5,755+19.3% | $14,675-53.2% | $5,403+27.1% |