Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $13,952 | $81,233-82.8% | $155,567-91.0% | $80,874-82.7% |
| Participation rate | 41.8% | 66.2%-24.4pp | 78.2%-36.4pp | 67.6%-25.9pp |
| Annual return | 24.11% | 33.33%-9.2pp | 64.74%-40.6pp | 35.62%-11.5pp |
| Employer contribution / active EE | $224 | $3,101-92.8% | $4,674-95.2% | $2,756-91.9% |
| Participant deferral / active EE | $1,347 | $3,452-61.0% | $5,628-76.1% | $4,297-68.6% |
| Admin fee / account holder | $524 | $7,998-93.4% | $15,916-96.7% | $6,935-92.4% |