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 | $60,410 | $55,889+8.1% | $76,119-20.6% | $80,935-25.4% |
| Participation rate | 13.7% | 62.1%-48.3pp | 69.1%-55.3pp | 67.7%-53.9pp |
| Annual return | 27.01% | 20.58%+6.4pp | 361.25%-334.2pp | 35.66%-8.6pp |
| Employer contribution / active EE | $339 | $1,866-81.8% | $2,693-87.4% | $2,757-87.7% |
| Participant deferral / active EE | $1,164 | $3,051-61.8% | $4,259-72.7% | $4,299-72.9% |
| Admin fee / account holder | $702 | $5,241-86.6% | $6,421-89.1% | $6,924-89.9% |