Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $48,562 | $133,981-63.8% | $112,249-56.7% | $134,532-63.9% |
| Participation rate | 26.3% | 78.6%-52.2pp | 75.1%-48.7pp | 81.2%-54.9pp |
| Annual return | -11.30% | 47.16%-58.5pp | 27.48%-38.8pp | 418.27%-429.6pp |
| Employer contribution / active EE | $1,066 | $4,040-73.6% | $3,636-70.7% | $4,741-77.5% |
| Participant deferral / active EE | $1,221 | $5,292-76.9% | $4,729-74.2% | $6,401-80.9% |
| Admin fee / account holder | $322 | $7,492-95.7% | $6,412-95.0% | $11,429-97.2% |