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 | $212,982 | $61,815+244.5% | $97,295+118.9% | $80,959+163.1% |
| Participation rate | 32.1% | 63.5%-31.4pp | 72.7%-40.6pp | 67.7%-35.6pp |
| Annual return | 11.07% | -558.73%+569.8pp | 75.62%-64.6pp | 35.67%-24.6pp |
| Employer contribution / active EE | $804 | $1,836-56.2% | $2,723-70.5% | $2,757-70.9% |
| Participant deferral / active EE | $834 | $3,027-72.4% | $4,264-80.4% | $4,300-80.6% |
| Admin fee / account holder | $16,430 | $5,166+218.1% | $5,646+191.0% | $6,925+137.2% |