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 | $12,480 | $76,407-83.7% | $150,298-91.7% | $82,448-84.9% |
| Participation rate | 32.1% | 66.4%-34.3pp | 77.8%-45.7pp | 68.1%-36.0pp |
| Annual return | 17.24% | 39.99%-22.8pp | 62.79%-45.5pp | 41.64%-24.4pp |
| Employer contribution / active EE | $0 | $2,614-100.0% | $4,154-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,314 | $3,214-59.1% | $5,453-75.9% | $4,139-68.3% |
| Admin fee / account holder | $934 | $6,352-85.3% | $14,116-93.4% | $7,234-87.1% |