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 | $28,419 | $58,493-51.4% | $84,023-66.2% | $72,976-61.1% |
| Participation rate | 33.9% | 61.2%-27.4pp | 69.0%-35.1pp | 69.5%-35.6pp |
| Annual return | 20.86% | 28.93%-8.1pp | 71.32%-50.5pp | 81.02%-60.2pp |
| Employer contribution / active EE | $0 | $1,163-100.0% | $1,984-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,572 | $2,394-34.3% | $3,239-51.5% | $3,608-56.4% |
| Admin fee / account holder | $893 | $4,569-80.5% | $6,102-85.4% | $5,124-82.6% |