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 | $52,682 | $67,411-21.8% | $91,004-42.1% | $70,126-24.9% |
| Participation rate | 31.6% | 71.4%-39.8pp | 75.6%-44.0pp | 69.5%-38.0pp |
| Annual return | 13.03% | -40.16%+53.2pp | 4.60%+8.4pp | 73.15%-60.1pp |
| Employer contribution / active EE | $0 | $1,786-100.0% | $2,456-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $737 | $2,823-73.9% | $3,548-79.2% | $3,332-77.9% |
| Admin fee / account holder | $831 | $4,236-80.4% | $5,417-84.7% | $4,645-82.1% |