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 | $80,413 | $48,300+66.5% | $40,145,923-99.8% | $62,881+27.9% |
| Participation rate | 66.7% | 62.0%+4.6pp | 68.4%-1.7pp | 69.3%-2.6pp |
| Annual return | 8.08% | 6.95%+1.1pp | 5.24%+2.8pp | 20.14%-12.1pp |
| Employer contribution / active EE | $26 | $1,333-98.0% | $1,844-98.6% | $2,281-98.9% |
| Participant deferral / active EE | $1,920 | $2,388-19.6% | $2,591-25.9% | $3,203-40.0% |
| Admin fee / account holder | $474 | $2,919-83.8% | $2,903-83.7% | $4,296-89.0% |