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 | $37,882 | $60,349-37.2% | $74,184-48.9% | $62,881-39.8% |
| Participation rate | 60.7% | 72.7%-12.0pp | 76.6%-15.9pp | 69.3%-8.6pp |
| Annual return | 11.20% | 21.38%-10.2pp | 17.74%-6.5pp | 20.14%-8.9pp |
| Employer contribution / active EE | $287 | $1,680-82.9% | $2,370-87.9% | $2,281-87.4% |
| Participant deferral / active EE | $2,091 | $2,856-26.8% | $3,550-41.1% | $3,203-34.7% |
| Admin fee / account holder | $1,598 | $4,261-62.5% | $5,586-71.4% | $4,296-62.8% |