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 | $18,275 | $77,908-76.5% | $149,696-87.8% | $75,173-75.7% |
| Participation rate | 35.7% | 65.6%-29.9pp | 78.8%-43.1pp | 67.2%-31.5pp |
| Annual return | 15.39% | 31.73%-16.3pp | 134.46%-119.1pp | 160.72%-145.3pp |
| Employer contribution / active EE | $250 | $3,138-92.0% | $4,821-94.8% | $2,671-90.6% |
| Participant deferral / active EE | $1,228 | $3,411-64.0% | $5,682-78.4% | $4,126-70.2% |
| Admin fee / account holder | $659 | $5,950-88.9% | $13,212-95.0% | $5,651-88.3% |