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 | $49,365 | $45,050+9.6% | $63,018-21.7% | $70,126-29.6% |
| Participation rate | 39.5% | 69.5%-30.0pp | 74.8%-35.3pp | 69.5%-30.0pp |
| Annual return | 12.34% | 18.76%-6.4pp | 87.62%-75.3pp | 73.15%-60.8pp |
| Employer contribution / active EE | $0 | $2,052-100.0% | $2,761-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $2,813 | $2,466+14.1% | $3,330-15.5% | $3,332-15.6% |
| Admin fee / account holder | $2,248 | $2,834-20.7% | $3,601-37.6% | $4,645-51.6% |