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 | $58,437 | $94,436-38.1% | $115,599-49.4% | $82,637-29.3% |
| Participation rate | 51.2% | 70.4%-19.3pp | 74.3%-23.1pp | 68.1%-16.9pp |
| Annual return | 16.37% | 18.37%-2.0pp | 111.10%-94.7pp | 53.51%-37.1pp |
| Employer contribution / active EE | $222 | $2,324-90.4% | $2,955-92.5% | $2,552-91.3% |
| Participant deferral / active EE | $2,364 | $3,955-40.2% | $4,889-51.7% | $4,126-42.7% |
| Admin fee / account holder | $5,357 | $10,328-48.1% | $12,841-58.3% | $7,339-27.0% |