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 | $51,659 | $89,367-42.2% | $141,191-63.4% | $72,975-29.2% |
| Participation rate | 62.4% | 75.1%-12.8pp | 82.5%-20.1pp | 69.5%-7.1pp |
| Annual return | 24.93% | 111.87%-86.9pp | 71.41%-46.5pp | 81.01%-56.1pp |
| Employer contribution / active EE | $324 | $3,115-89.6% | $4,736-93.2% | $2,440-86.7% |
| Participant deferral / active EE | $2,325 | $5,419-57.1% | $6,710-65.4% | $3,608-35.6% |
| Admin fee / account holder | $803 | $5,957-86.5% | $10,264-92.2% | $5,124-84.3% |