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 | $28,569 | $43,075-33.7% | $74,577-61.7% | $62,881-54.6% |
| Participation rate | 13.6% | 58.1%-44.5pp | 68.1%-54.6pp | 69.3%-55.7pp |
| Annual return | 6.04% | 17.50%-11.5pp | 20.47%-14.4pp | 20.14%-14.1pp |
| Employer contribution / active EE | $0 | $1,498-100.0% | $2,525-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,346 | $2,389-43.7% | $3,458-61.1% | $3,203-58.0% |
| Admin fee / account holder | $10,995 | $2,840+287.2% | $4,138+165.7% | $4,296+155.9% |