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 | $74,093 | $79,955-7.3% | $98,450-24.7% | $75,181-1.4% |
| Participation rate | 25.0% | 70.4%-45.4pp | 75.2%-50.2pp | 67.2%-42.2pp |
| Annual return | 15.69% | 19.75%-4.1pp | 21.16%-5.5pp | 160.69%-145.0pp |
| Employer contribution / active EE | $0 | $2,264-100.0% | $3,049-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $2,232 | $3,752-40.5% | $4,739-52.9% | $4,126-45.9% |
| Admin fee / account holder | $2,286 | $6,841-66.6% | $8,961-74.5% | $5,650-59.5% |