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 | $29,800 | $67,411-55.8% | $91,004-67.3% | $70,126-57.5% |
| Participation rate | 65.4% | 71.4%-6.0pp | 75.6%-10.2pp | 69.5%-4.2pp |
| Annual return | 20.19% | -40.16%+60.4pp | 4.60%+15.6pp | 73.15%-53.0pp |
| Employer contribution / active EE | $677 | $1,786-62.1% | $2,456-72.4% | $2,343-71.1% |
| Participant deferral / active EE | $913 | $2,823-67.7% | $3,548-74.3% | $3,332-72.6% |
| Admin fee / account holder | $744 | $4,236-82.4% | $5,417-86.3% | $4,645-84.0% |