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 | $58,876 | $54,757+7.5% | $90,304-34.8% | $72,975-19.3% |
| Participation rate | 59.4% | 65.2%-5.8pp | 73.3%-13.9pp | 69.5%-10.1pp |
| Annual return | 23.23% | 30.63%-7.4pp | 78.13%-54.9pp | 81.01%-57.8pp |
| Employer contribution / active EE | $0 | $2,093-100.0% | $2,855-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,121 | $2,887-26.5% | $3,885-45.4% | $3,608-41.2% |
| Admin fee / account holder | $11,241 | $3,973+182.9% | $5,354+110.0% | $5,124+119.4% |