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 | $60,823 | $101,795-40.2% | $165,100-63.2% | $80,959-24.9% |
| Participation rate | 47.6% | 71.8%-24.2pp | 78.6%-31.0pp | 67.7%-20.0pp |
| Annual return | 14.29% | 16.73%-2.4pp | 70.21%-55.9pp | 35.67%-21.4pp |
| Employer contribution / active EE | $608 | $2,954-79.4% | $4,348-86.0% | $2,757-78.0% |
| Participant deferral / active EE | $2,739 | $4,476-38.8% | $6,035-54.6% | $4,300-36.3% |
| Admin fee / account holder | $2,020 | $8,221-75.4% | $12,696-84.1% | $6,925-70.8% |