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 | $33,660 | $53,127-36.6% | $86,597-61.1% | $70,131-52.0% |
| Participation rate | 29.3% | 65.3%-36.0pp | 73.5%-44.3pp | 69.5%-40.3pp |
| Annual return | 20.54% | 27.66%-7.1pp | 964.96%-944.4pp | 73.14%-52.6pp |
| Employer contribution / active EE | $181 | $2,068-91.3% | $2,840-93.6% | $2,342-92.3% |
| Participant deferral / active EE | $1,596 | $2,696-40.8% | $3,609-55.8% | $3,332-52.1% |
| Admin fee / account holder | $931 | $3,585-74.0% | $4,906-81.0% | $4,645-80.0% |