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 | $33,502 | $99,875-66.5% | $146,866-77.2% | $86,983-61.5% |
| Participation rate | 59.3% | 75.8%-16.5pp | 82.5%-23.2pp | 69.5%-10.3pp |
| Annual return | 16.33% | 28.10%-11.8pp | 102.85%-86.5pp | 25.83%-9.5pp |
| Employer contribution / active EE | $0 | $3,224-100.0% | $4,425-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $5,213 | $6,322-17.5% | $7,759-32.8% | $4,194+24.3% |
| Admin fee / account holder | $4,282 | $7,838-45.4% | $13,620-68.6% | $7,856-45.5% |