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 | $40,723 | $84,236-51.7% | $170,435-76.1% | $70,126-41.9% |
| Participation rate | 36.4% | 70.8%-34.5pp | 83.6%-47.2pp | 69.5%-33.2pp |
| Annual return | 17.53% | 23.06%-5.5pp | 205.94%-188.4pp | 73.15%-55.6pp |
| Employer contribution / active EE | $174 | $3,387-94.9% | $5,432-96.8% | $2,343-92.6% |
| Participant deferral / active EE | $1,035 | $3,086-66.5% | $4,939-79.0% | $3,332-68.9% |
| Admin fee / account holder | $1,892 | $5,698-66.8% | $13,881-86.4% | $4,645-59.3% |