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 | $22,315 | $93,598-76.2% | $135,974-83.6% | $75,173-70.3% |
| Participation rate | 56.8% | 75.2%-18.4pp | 81.9%-25.2pp | 67.2%-10.4pp |
| Annual return | 25.14% | 30.89%-5.7pp | 68.30%-43.2pp | 160.72%-135.6pp |
| Employer contribution / active EE | $45 | $3,538-98.7% | $4,859-99.1% | $2,671-98.3% |
| Participant deferral / active EE | $5,005 | $6,405-21.9% | $7,760-35.5% | $4,126+21.3% |
| Admin fee / account holder | $541 | $6,978-92.2% | $10,767-95.0% | $5,651-90.4% |