Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $47,960 | $72,486-33.8% | $87,103-44.9% | $72,976-34.3% |
| Participation rate | 41.5% | 72.8%-31.3pp | 76.9%-35.4pp | 69.5%-28.0pp |
| Annual return | 0.00% | 24.46%-24.5pp | 28.19%-28.2pp | 81.02%-81.0pp |
| Employer contribution / active EE | $767 | $1,894-59.5% | $2,521-69.6% | $2,440-68.6% |
| Participant deferral / active EE | $1,370 | $3,270-58.1% | $4,049-66.2% | $3,608-62.0% |
| Admin fee / account holder | $7,763 | $5,055+53.6% | $7,491+3.6% | $5,124+51.5% |