Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $61,404 | $201,370-69.5% | $184,256-66.7% | $145,897-57.9% |
| Participation rate | 35.7% | 87.5%-51.8pp | 86.8%-51.1pp | 80.3%-44.6pp |
| Annual return | 13.29% | 29.05%-15.8pp | 28.85%-15.6pp | 552.29%-539.0pp |
| Employer contribution / active EE | $0 | $7,024-100.0% | $6,427-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $3,353 | $9,808-65.8% | $9,133-63.3% | $6,689-49.9% |
| Admin fee / account holder | $1,049 | $16,364-93.6% | $13,899-92.5% | $13,390-92.2% |