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 | $66,601 | $142,972-53.4% | $214,702-69.0% | $86,983-23.4% |
| Participation rate | 56.4% | 84.9%-28.4pp | 87.5%-31.1pp | 69.5%-13.1pp |
| Annual return | 15.90% | 18.49%-2.6pp | 54.55%-38.7pp | 25.83%-9.9pp |
| Employer contribution / active EE | $0 | $4,635-100.0% | $6,461-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $6,518 | $6,568-0.8% | $9,147-28.7% | $4,194+55.4% |
| Admin fee / account holder | $961 | $17,617-94.5% | $19,830-95.2% | $7,856-87.8% |