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 | $49,630 | $81,557-39.1% | $123,973-60.0% | $65,191-23.9% |
| Participation rate | 26.0% | 77.8%-51.8pp | 76.7%-50.6pp | 63.0%-37.0pp |
| Annual return | 12.56% | 11.45%+1.1pp | 388.13%-375.6pp | 51.24%-38.7pp |
| Employer contribution / active EE | $338 | $4,637-92.7% | $4,126-91.8% | $2,400-85.9% |
| Participant deferral / active EE | $1,755 | $2,628-33.2% | $5,247-66.5% | $2,671-34.3% |
| Admin fee / account holder | $1,548 | $1,040+48.9% | $11,799-86.9% | $907+70.7% |