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 | $45,137 | $71,208-36.6% | $93,681-51.8% | $80,911-44.2% |
| Participation rate | 41.2% | 60.4%-19.2pp | 68.7%-27.6pp | 67.6%-26.5pp |
| Annual return | 15.62% | 11.27%+4.4pp | 133.47%-117.8pp | 35.63%-20.0pp |
| Employer contribution / active EE | $166 | $1,564-89.4% | $2,422-93.1% | $2,756-94.0% |
| Participant deferral / active EE | $1,663 | $4,035-58.8% | $4,415-62.3% | $4,297-61.3% |
| Admin fee / account holder | $1,709 | $6,951-75.4% | $8,290-79.4% | $6,935-75.4% |