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 | $65,868 | $84,236-21.8% | $170,435-61.4% | $70,126-6.1% |
| Participation rate | 15.6% | 70.8%-55.2pp | 83.6%-68.0pp | 69.5%-53.9pp |
| Annual return | 19.40% | 23.06%-3.7pp | 205.94%-186.5pp | 73.15%-53.7pp |
| Employer contribution / active EE | $254 | $3,387-92.5% | $5,432-95.3% | $2,343-89.1% |
| Participant deferral / active EE | $1,989 | $3,086-35.5% | $4,939-59.7% | $3,332-40.3% |
| Admin fee / account holder | $1,829 | $5,698-67.9% | $13,881-86.8% | $4,645-60.6% |