Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $27,241 | $56,110-51.4% | $94,993-71.3% | $70,126-61.2% |
| Participation rate | 14.7% | 65.0%-50.3pp | 73.9%-59.2pp | 69.5%-54.9pp |
| Annual return | 16.44% | 51.02%-34.6pp | 27.14%-10.7pp | 73.15%-56.7pp |
| Employer contribution / active EE | $0 | $1,442-100.0% | $2,603-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,081 | $2,391-54.8% | $3,317-67.4% | $3,332-67.6% |
| Admin fee / account holder | $2,663 | $3,456-23.0% | $4,960-46.3% | $4,645-42.7% |