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 | $71,932 | $89,259-19.4% | $107,187-32.9% | $82,637-13.0% |
| Participation rate | 57.6% | 67.9%-10.3pp | 75.0%-17.4pp | 68.1%-10.4pp |
| Annual return | 18.12% | 21.02%-2.9pp | 204.55%-186.4pp | 53.51%-35.4pp |
| Employer contribution / active EE | $799 | $3,080-74.1% | $3,782-78.9% | $2,552-68.7% |
| Participant deferral / active EE | $2,640 | $4,037-34.6% | $5,096-48.2% | $4,126-36.0% |
| Admin fee / account holder | $820 | $7,381-88.9% | $9,162-91.1% | $7,339-88.8% |