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 | $72,875 | $71,208+2.3% | $93,681-22.2% | $80,911-9.9% |
| Participation rate | 47.1% | 60.4%-13.3pp | 68.7%-21.6pp | 67.6%-20.5pp |
| Annual return | 11.49% | 11.27%+0.2pp | 133.47%-122.0pp | 35.63%-24.1pp |
| Employer contribution / active EE | $302 | $1,564-80.7% | $2,422-87.5% | $2,756-89.0% |
| Participant deferral / active EE | $2,605 | $4,035-35.4% | $4,415-41.0% | $4,297-39.4% |
| Admin fee / account holder | $2,026 | $6,951-70.8% | $8,290-75.6% | $6,935-70.8% |