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 | $19,478 | $84,236-76.9% | $170,435-88.6% | $70,126-72.2% |
| Participation rate | 41.3% | 70.8%-29.5pp | 83.6%-42.3pp | 69.5%-28.2pp |
| Annual return | 14.67% | 23.06%-8.4pp | 205.94%-191.3pp | 73.15%-58.5pp |
| Employer contribution / active EE | $350 | $3,387-89.7% | $5,432-93.6% | $2,343-85.1% |
| Participant deferral / active EE | $1,805 | $3,086-41.5% | $4,939-63.5% | $3,332-45.8% |
| Admin fee / account holder | $4,039 | $5,698-29.1% | $13,881-70.9% | $4,645-13.0% |