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 | $22,802 | $183,627-87.6% | $155,602-85.3% | $145,978-84.4% |
| Participation rate | 53.8% | 82.7%-28.8pp | 78.2%-24.4pp | 80.3%-26.4pp |
| Annual return | 12.82% | 61.32%-48.5pp | 64.81%-52.0pp | 550.52%-537.7pp |
| Employer contribution / active EE | $950 | $5,316-82.1% | $4,675-79.7% | $4,662-79.6% |
| Participant deferral / active EE | $2,122 | $6,466-67.2% | $5,629-62.3% | $6,690-68.3% |
| Admin fee / account holder | $4,418 | $19,327-77.1% | $15,923-72.3% | $13,400-67.0% |