Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $35,608 | $93,598-62.0% | $135,974-73.8% | $75,173-52.6% |
| Participation rate | 36.2% | 75.2%-39.0pp | 81.9%-45.7pp | 67.2%-31.0pp |
| Annual return | 20.90% | 30.89%-10.0pp | 68.30%-47.4pp | 160.72%-139.8pp |
| Employer contribution / active EE | $0 | $3,538-100.0% | $4,859-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $6,361 | $6,405-0.7% | $7,760-18.0% | $4,126+54.2% |
| Admin fee / account holder | $1,843 | $6,978-73.6% | $10,767-82.9% | $5,651-67.4% |