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 | $61,596 | $64,909-5.1% | $82,313-25.2% | $62,293-1.1% |
| Participation rate | 52.7% | 74.9%-22.2pp | 76.9%-24.2pp | 69.5%-16.8pp |
| Annual return | 15.01% | 21.18%-6.2pp | 25.88%-10.9pp | 28.90%-13.9pp |
| Employer contribution / active EE | $204 | $1,676-87.8% | $2,428-91.6% | $2,042-90.0% |
| Participant deferral / active EE | $1,818 | $3,103-41.4% | $3,706-50.9% | $3,169-42.6% |
| Admin fee / account holder | $1,190 | $440+170.8% | $5,608-78.8% | $479+148.3% |