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 | $49,883 | $60,349-17.3% | $74,184-32.8% | $62,881-20.7% |
| Participation rate | 40.6% | 72.7%-32.1pp | 76.6%-36.0pp | 69.3%-28.7pp |
| Annual return | 9.01% | 21.38%-12.4pp | 17.74%-8.7pp | 20.14%-11.1pp |
| Employer contribution / active EE | $0 | $1,680-100.0% | $2,370-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,678 | $2,856-6.2% | $3,550-24.5% | $3,203-16.4% |
| Admin fee / account holder | $4,853 | $4,261+13.9% | $5,586-13.1% | $4,296+13.0% |