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 | $62,249 | $52,678+18.2% | $75,784-17.9% | $59,633+4.4% |
| Participation rate | 13.8% | 67.2%-53.4pp | 75.8%-62.0pp | 68.7%-54.8pp |
| Annual return | 0.91% | 2.95%-2.0pp | 9.68%-8.8pp | 2041.45%-2040.5pp |
| Employer contribution / active EE | $0 | $2,193-100.0% | $3,323-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $347 | $2,591-86.6% | $3,652-90.5% | $3,192-89.1% |
| Admin fee / account holder | $610 | $3,610-83.1% | $5,300-88.5% | $4,297-85.8% |