Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $58,792 | $110,379-46.7% | $102,412-42.6% | $145,884-59.7% |
| Participation rate | 14.3% | 77.9%-63.6pp | 74.5%-60.2pp | 80.3%-66.0pp |
| Annual return | 9.50% | 24.84%-15.3pp | 24.94%-15.4pp | 551.85%-542.4pp |
| Employer contribution / active EE | $629 | $4,216-85.1% | $3,870-83.8% | $4,662-86.5% |
| Participant deferral / active EE | $1,621 | $5,622-71.2% | $5,060-68.0% | $6,690-75.8% |
| Admin fee / account holder | $653 | $9,745-93.3% | $8,388-92.2% | $13,392-95.1% |