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 | $57,939 | $181,896-68.1% | $156,551-63.0% | $273,972-78.9% |
| Participation rate | 64.7% | 88.4%-23.7pp | 84.0%-19.3pp | 83.0%-18.3pp |
| Annual return | 6.80% | 30.74%-23.9pp | 32.23%-25.4pp | 41.46%-34.7pp |
| Employer contribution / active EE | $105 | $6,248-98.3% | $5,501-98.1% | $4,869-97.8% |
| Participant deferral / active EE | $3,205 | $5,550-42.2% | $4,871-34.2% | $5,287-39.4% |
| Admin fee / account holder | $3,248 | $15,560-79.1% | $13,028-75.1% | $10,133-67.9% |