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 | $64,613 | $57,350+12.7% | $83,850-22.9% | $64,181+0.7% |
| Participation rate | 44.0% | 68.6%-24.6pp | 76.1%-32.1pp | 69.6%-25.6pp |
| Annual return | -6.77% | 11.38%-18.2pp | 850.92%-857.7pp | 7.63%-14.4pp |
| Employer contribution / active EE | $609 | $2,545-76.1% | $3,631-83.2% | $2,381-74.4% |
| Participant deferral / active EE | $833 | $2,993-72.2% | $4,082-79.6% | $3,470-76.0% |
| Admin fee / account holder | $647 | $4,046-84.0% | $5,478-88.2% | $4,887-86.8% |