Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $15,541 | $106,247-85.4% | $96,515-83.9% | $139,466-88.9% |
| Participation rate | 52.9% | 77.8%-24.9pp | 74.3%-21.4pp | 80.3%-27.4pp |
| Annual return | 22.08% | 38.47%-16.4pp | 35.73%-13.6pp | 373.66%-351.6pp |
| Employer contribution / active EE | $588 | $4,106-85.7% | $3,740-84.3% | $4,754-87.6% |
| Participant deferral / active EE | $2,875 | $5,456-47.3% | $4,880-41.1% | $6,712-57.2% |
| Admin fee / account holder | $368 | $7,885-95.3% | $6,735-94.5% | $11,409-96.8% |