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 | $57,450 | $79,557-27.8% | $118,746-51.6% | $70,126-18.1% |
| Participation rate | 63.3% | 71.4%-8.1pp | 78.3%-15.0pp | 69.5%-6.3pp |
| Annual return | 13.03% | 25.64%-12.6pp | 24.54%-11.5pp | 73.15%-60.1pp |
| Employer contribution / active EE | $562 | $2,861-80.4% | $4,193-86.6% | $2,343-76.0% |
| Participant deferral / active EE | $2,247 | $4,089-45.1% | $5,332-57.9% | $3,332-32.6% |
| Admin fee / account holder | $1,132 | $5,374-78.9% | $10,720-89.4% | $4,645-75.6% |