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 | $54,573 | $87,059-37.3% | $105,608-48.3% | $80,925-32.6% |
| Participation rate | 65.6% | 70.4%-4.8pp | 75.3%-9.7pp | 67.7%-2.0pp |
| Annual return | 11.46% | 17.05%-5.6pp | 116.50%-105.0pp | 35.65%-24.2pp |
| Employer contribution / active EE | $212 | $2,396-91.1% | $3,167-93.3% | $2,756-92.3% |
| Participant deferral / active EE | $1,810 | $3,986-54.6% | $5,010-63.9% | $4,299-57.9% |
| Admin fee / account holder | $761 | $8,443-91.0% | $11,028-93.1% | $6,940-89.0% |