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 | $42,545 | $57,352-25.8% | $83,831-49.2% | $64,173-33.7% |
| Participation rate | 28.3% | 68.6%-40.3pp | 76.1%-47.9pp | 69.6%-41.3pp |
| Annual return | -7.64% | 11.38%-19.0pp | 850.99%-858.6pp | 7.63%-15.3pp |
| Employer contribution / active EE | $1,648 | $2,546-35.3% | $3,631-54.6% | $2,381-30.8% |
| Participant deferral / active EE | $1,173 | $2,993-60.8% | $4,082-71.3% | $3,470-66.2% |
| Admin fee / account holder | $805 | $4,046-80.1% | $5,479-85.3% | $4,887-83.5% |