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 | $41,839 | $56,277-25.7% | $80,976-48.3% | $62,891-33.5% |
| Participation rate | 69.2% | 69.0%+0.3pp | 75.8%-6.6pp | 69.3%-0.1pp |
| Annual return | 15.31% | 22.12%-6.8pp | 17.10%-1.8pp | 20.14%-4.8pp |
| Employer contribution / active EE | $0 | $1,943-100.0% | $3,714-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $10,171 | $4,195+142.4% | $5,696+78.6% | $3,203+217.5% |
| Admin fee / account holder | $15,636 | $3,741+318.0% | $5,516+183.5% | $4,296+264.0% |