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 | $50,444 | $48,235+4.6% | $68,803-26.7% | $68,490-26.3% |
| Participation rate | 29.3% | 60.7%-31.4pp | 69.0%-39.8pp | 67.9%-38.6pp |
| Annual return | -16.69% | -12.70%-4.0pp | -6.37%-10.3pp | -7.85%-8.8pp |
| Employer contribution / active EE | $0 | $1,829-100.0% | $2,656-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $729 | $2,867-74.6% | $3,942-81.5% | $4,028-81.9% |
| Admin fee / account holder | $1,262 | $4,361-71.1% | $4,936-74.4% | $5,403-76.7% |