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.
Employer 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 | $18,426 | $75,541-75.6% | $152,093-87.9% | $82,637-77.7% |
| Participation rate | 32.5% | 66.5%-34.1pp | 77.8%-45.3pp | 68.1%-35.6pp |
| Annual return | 21.96% | 32.56%-10.6pp | 66.36%-44.4pp | 53.51%-31.5pp |
| Employer contribution / active EE | $0 | $2,622-100.0% | $4,175-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $1,566 | $3,206-51.1% | $5,451-71.3% | $4,126-62.0% |
| Admin fee / account holder | $6,433 | $6,405+0.4% | $14,497-55.6% | $7,339-12.3% |