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 | $31,706 | $106,267-70.2% | $96,520-67.2% | $139,456-77.3% |
| Participation rate | 45.5% | 77.8%-32.4pp | 74.3%-28.9pp | 80.3%-34.9pp |
| Annual return | 14.56% | 38.45%-23.9pp | 35.72%-21.2pp | 373.45%-358.9pp |
| Employer contribution / active EE | $684 | $4,105-83.3% | $3,739-81.7% | $4,753-85.6% |
| Participant deferral / active EE | $1,672 | $5,454-69.4% | $4,879-65.7% | $6,711-75.1% |
| Admin fee / account holder | $1,337 | $7,882-83.0% | $6,733-80.1% | $11,407-88.3% |