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 | $62,696 | $81,870-23.4% | $119,608-47.6% | $68,495-8.5% |
| Participation rate | 65.6% | 71.9%-6.3pp | 79.3%-13.7pp | 67.9%-2.3pp |
| Annual return | 15.95% | -23.82%+39.8pp | -14.98%+30.9pp | -7.84%+23.8pp |
| Employer contribution / active EE | $501 | $2,692-81.4% | $4,232-88.2% | $2,596-80.7% |
| Participant deferral / active EE | $3,760 | $4,148-9.3% | $5,601-32.9% | $4,028-6.6% |
| Admin fee / account holder | $8,652 | $6,583+31.4% | $10,326-16.2% | $5,403+60.1% |