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 | $82,424 | $110,083-25.1% | $151,639-45.6% | $68,486+20.4% |
| Participation rate | 68.1% | 84.0%-15.8pp | 87.5%-19.4pp | 67.9%+0.2pp |
| Annual return | -17.27% | -10.12%-7.2pp | 3.34%-20.6pp | -7.85%-9.4pp |
| Employer contribution / active EE | $1,763 | $4,470-60.5% | $6,165-71.4% | $2,597-32.1% |
| Participant deferral / active EE | $2,957 | $6,526-54.7% | $8,363-64.6% | $4,028-26.6% |
| Admin fee / account holder | $1,271 | $7,718-83.5% | $11,613-89.1% | $5,404-76.5% |