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 | $43,336 | $153,769-71.8% | $133,975-67.7% | $273,972-84.2% |
| Participation rate | 60.0% | 88.4%-28.4pp | 87.1%-27.1pp | 83.0%-23.0pp |
| Annual return | 10.44% | 36.51%-26.1pp | 29.29%-18.9pp | 41.46%-31.0pp |
| Employer contribution / active EE | $351 | $6,029-94.2% | $5,211-93.3% | $4,869-92.8% |
| Participant deferral / active EE | $3,003 | $6,958-56.8% | $6,282-52.2% | $5,287-43.2% |
| Admin fee / account holder | $1,711 | $11,765-85.5% | $9,324-81.6% | $10,133-83.1% |