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 | $30,261 | $185,312-83.7% | $161,489-81.3% | $154,746-80.4% |
| Participation rate | 47.8% | 82.5%-34.6pp | 78.7%-30.9pp | 80.7%-32.9pp |
| Annual return | 11.69% | 103.84%-92.2pp | 89.72%-78.0pp | 172.34%-160.7pp |
| Employer contribution / active EE | $0 | $4,769-100.0% | $4,268-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $2,269 | $6,350-64.3% | $5,630-59.7% | $6,730-66.3% |
| Admin fee / account holder | $516 | $18,654-97.2% | $16,006-96.8% | $14,365-96.4% |