Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $56,652 | $84,936-33.3% | $111,308-49.1% | $79,391-28.6% |
| Participation rate | 64.9% | 75.9%-10.9pp | 77.3%-12.4pp | 70.7%-5.8pp |
| Annual return | 15.07% | 17.45%-2.4pp | 54.67%-39.6pp | 116.88%-101.8pp |
| Employer contribution / active EE | $369 | $1,979-81.4% | $2,732-86.5% | $2,428-84.8% |
| Participant deferral / active EE | $2,237 | $3,888-42.5% | $4,487-50.1% | $4,046-44.7% |
| Admin fee / account holder | $7,220 | $537+1244.1% | $7,965-9.4% | $627+1052.4% |