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 | $55,398 | $78,707-29.6% | $117,861-53.0% | $70,126-21.0% |
| Participation rate | 58.8% | 73.2%-14.4pp | 79.7%-20.8pp | 69.5%-10.7pp |
| Annual return | 24.02% | 23.30%+0.7pp | 335.11%-311.1pp | 73.15%-49.1pp |
| Employer contribution / active EE | $435 | $2,223-80.4% | $3,786-88.5% | $2,343-81.4% |
| Participant deferral / active EE | $4,439 | $3,297+34.6% | $4,482-1.0% | $3,332+33.2% |
| Admin fee / account holder | $937 | $5,066-81.5% | $8,021-88.3% | $4,645-79.8% |