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 | $18,209 | $47,848-61.9% | $81,473-77.7% | $70,124-74.0% |
| Participation rate | 50.0% | 58.3%-8.3pp | 68.0%-18.0pp | 69.5%-19.5pp |
| Annual return | 30.80% | 27.25%+3.6pp | 38.78%-8.0pp | 73.14%-42.3pp |
| Employer contribution / active EE | $0 | $1,527-100.0% | $2,568-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $3,330 | $2,453+35.7% | $3,537-5.9% | $3,332-0.1% |
| Admin fee / account holder | $2,026 | $3,145-35.6% | $4,561-55.6% | $4,645-56.4% |