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 | $51,155 | $73,978-30.9% | $96,515-47.0% | $75,173-31.9% |
| Participation rate | 35.9% | 66.4%-30.5pp | 74.3%-38.4pp | 67.2%-31.3pp |
| Annual return | 25.23% | 26.72%-1.5pp | 35.73%-10.5pp | 160.72%-135.5pp |
| Employer contribution / active EE | $571 | $2,931-80.5% | $3,740-84.7% | $2,671-78.6% |
| Participant deferral / active EE | $2,687 | $3,660-26.6% | $4,880-44.9% | $4,126-34.9% |
| Admin fee / account holder | $329 | $5,219-93.7% | $6,735-95.1% | $5,651-94.2% |