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 | $17,427 | $84,236-79.3% | $170,435-89.8% | $70,126-75.1% |
| Participation rate | 25.3% | 70.8%-45.6pp | 83.6%-58.3pp | 69.5%-44.3pp |
| Annual return | 23.65% | 23.06%+0.6pp | 205.94%-182.3pp | 73.15%-49.5pp |
| Employer contribution / active EE | $354 | $3,387-89.5% | $5,432-93.5% | $2,343-84.9% |
| Participant deferral / active EE | $870 | $3,086-71.8% | $4,939-82.4% | $3,332-73.9% |
| Admin fee / account holder | $1,320 | $5,698-76.8% | $13,881-90.5% | $4,645-71.6% |