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 | $20,470 | $37,446-45.3% | $77,552-73.6% | $79,856-74.4% |
| Participation rate | 38.4% | 41.5%-3.2pp | 54.2%-15.8pp | 69.6%-31.3pp |
| Annual return | 15.27% | 39.76%-24.5pp | 54.82%-39.6pp | 31.71%-16.4pp |
| Employer contribution / active EE | $81 | $637-87.2% | $987-91.8% | $2,471-96.7% |
| Participant deferral / active EE | $408 | $1,261-67.6% | $1,861-78.1% | $3,741-89.1% |
| Admin fee / account holder | $640 | $2,506-74.5% | $2,859-77.6% | $5,306-87.9% |