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 | $78,041 | $126,661-38.4% | $113,397-31.2% | $138,895-43.8% |
| Participation rate | 59.1% | 79.4%-20.3pp | 76.5%-17.4pp | 79.9%-20.8pp |
| Annual return | 14.68% | 25.05%-10.4pp | 23.20%-8.5pp | 145.39%-130.7pp |
| Employer contribution / active EE | $222 | $3,456-93.6% | $2,977-92.5% | $4,194-94.7% |
| Participant deferral / active EE | $1,885 | $5,693-66.9% | $5,076-62.9% | $6,396-70.5% |
| Admin fee / account holder | $2,595 | $14,549-82.2% | $11,957-78.3% | $12,562-79.3% |