Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $28,100 | $124,425-77.4% | $112,040-74.9% | $137,256-79.5% |
| Participation rate | 60.0% | 79.3%-19.3pp | 76.5%-16.5pp | 80.0%-20.0pp |
| Annual return | 11.06% | 24.72%-13.7pp | 24.52%-13.5pp | 220.34%-209.3pp |
| Employer contribution / active EE | $576 | $3,411-83.1% | $2,954-80.5% | $4,156-86.1% |
| Participant deferral / active EE | $1,946 | $5,718-66.0% | $5,098-61.8% | $6,407-69.6% |
| Admin fee / account holder | $9,514 | $15,207-37.4% | $12,098-21.4% | $12,270-22.5% |