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 | $65,197 | $65,395-0.3% | $182,540-64.3% | $72,975-10.7% |
| Participation rate | 56.1% | 65.4%-9.3pp | 78.0%-21.8pp | 69.5%-13.3pp |
| Annual return | 30.02% | 27.68%+2.3pp | 148.58%-118.6pp | 81.01%-51.0pp |
| Employer contribution / active EE | $327 | $1,911-82.9% | $4,076-92.0% | $2,440-86.6% |
| Participant deferral / active EE | $2,950 | $3,563-17.2% | $5,525-46.6% | $3,608-18.2% |
| Admin fee / account holder | $3,837 | $4,245-9.6% | $8,593-55.3% | $5,124-25.1% |