Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $54,276 | $95,762-43.3% | $379,746-85.7% | $79,856-32.0% |
| Participation rate | 60.2% | 74.0%-13.8pp | 78.4%-18.2pp | 69.6%-9.4pp |
| Annual return | 18.83% | 18.26%+0.6pp | 34.90%-16.1pp | 31.71%-12.9pp |
| Employer contribution / active EE | $532 | $2,695-80.3% | $3,540-85.0% | $2,471-78.5% |
| Participant deferral / active EE | $5,448 | $4,705+15.8% | $6,024-9.6% | $3,741+45.6% |
| Admin fee / account holder | $3,413 | $6,745-49.4% | $7,927-56.9% | $5,306-35.7% |