Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $18,750 | $75,541-75.2% | $152,093-87.7% | $82,637-77.3% |
| Participation rate | 54.3% | 66.5%-12.3pp | 77.8%-23.5pp | 68.1%-13.8pp |
| Annual return | 27.64% | 32.56%-4.9pp | 66.36%-38.7pp | 53.51%-25.9pp |
| Employer contribution / active EE | $18 | $2,622-99.3% | $4,175-99.6% | $2,552-99.3% |
| Participant deferral / active EE | $2,781 | $3,206-13.2% | $5,451-49.0% | $4,126-32.6% |
| Admin fee / account holder | $501 | $6,405-92.2% | $14,497-96.5% | $7,339-93.2% |