Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $63,838 | $106,749-40.2% | $145,433-56.1% | $82,448-22.6% |
| Participation rate | 53.7% | 75.6%-22.0pp | 82.1%-28.5pp | 68.1%-14.4pp |
| Annual return | 17.57% | 27.59%-10.0pp | 66.58%-49.0pp | 41.64%-24.1pp |
| Employer contribution / active EE | $559 | $3,444-83.8% | $4,554-87.7% | $2,551-78.1% |
| Participant deferral / active EE | $9,081 | $6,519+39.3% | $7,897+15.0% | $4,139+119.4% |
| Admin fee / account holder | $5,950 | $8,390-29.1% | $13,129-54.7% | $7,234-17.7% |