Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $23,027 | $81,504-71.7% | $102,437-77.5% | $80,959-71.6% |
| Participation rate | 54.0% | 66.9%-12.9pp | 74.5%-20.5pp | 67.7%-13.7pp |
| Annual return | 10.92% | 25.60%-14.7pp | 24.95%-14.0pp | 35.67%-24.7pp |
| Employer contribution / active EE | $607 | $3,104-80.4% | $3,871-84.3% | $2,757-78.0% |
| Participant deferral / active EE | $2,414 | $3,871-37.6% | $5,060-52.3% | $4,300-43.9% |
| Admin fee / account holder | $1,445 | $6,719-78.5% | $8,388-82.8% | $6,925-79.1% |