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 | $75,782 | $35,183+115.4% | $73,550+3.0% | $70,126+8.1% |
| Participation rate | 20.6% | 42.9%-22.3pp | 54.9%-34.3pp | 69.5%-49.0pp |
| Annual return | 15.25% | 26.90%-11.7pp | -15.16%+30.4pp | 73.15%-57.9pp |
| Employer contribution / active EE | $0 | $709-100.0% | $1,219-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $591 | $1,220-51.6% | $1,804-67.3% | $3,332-82.3% |
| Admin fee / account holder | $24,248 | $2,302+953.3% | $2,320+945.3% | $4,645+422.0% |