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 | $66,317 | $67,602-1.9% | $82,312-19.4% | $70,126-5.4% |
| Participation rate | 48.5% | 72.8%-24.3pp | 76.9%-28.4pp | 69.5%-21.1pp |
| Annual return | 14.73% | 21.57%-6.8pp | 25.88%-11.1pp | 73.15%-58.4pp |
| Employer contribution / active EE | $269 | $1,755-84.6% | $2,428-88.9% | $2,343-88.5% |
| Participant deferral / active EE | $1,733 | $2,987-42.0% | $3,706-53.2% | $3,332-48.0% |
| Admin fee / account holder | $7,695 | $4,512+70.6% | $5,608+37.2% | $4,645+65.6% |