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 | $33,680 | $88,672-62.0% | $105,223-68.0% | $82,448-59.1% |
| Participation rate | 41.9% | 67.9%-26.0pp | 75.0%-33.1pp | 68.1%-26.1pp |
| Annual return | 20.63% | 30.86%-10.2pp | 180.65%-160.0pp | 41.64%-21.0pp |
| Employer contribution / active EE | $280 | $3,048-90.8% | $3,689-92.4% | $2,551-89.0% |
| Participant deferral / active EE | $2,300 | $4,036-43.0% | $5,072-54.6% | $4,139-44.4% |
| Admin fee / account holder | $587 | $7,146-91.8% | $8,859-93.4% | $7,234-91.9% |