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 | $62,424 | $124,425-49.8% | $112,040-44.3% | $137,256-54.5% |
| Participation rate | 29.2% | 79.3%-50.1pp | 76.5%-47.3pp | 80.0%-50.8pp |
| Annual return | 13.04% | 24.72%-11.7pp | 24.52%-11.5pp | 220.34%-207.3pp |
| Employer contribution / active EE | $501 | $3,411-85.3% | $2,954-83.1% | $4,156-88.0% |
| Participant deferral / active EE | $2,202 | $5,718-61.5% | $5,098-56.8% | $6,407-65.6% |
| Admin fee / account holder | $1,657 | $15,207-89.1% | $12,098-86.3% | $12,270-86.5% |