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 | $49,221 | $82,028-40.0% | $123,105-60.0% | $59,633-17.5% |
| Participation rate | 37.2% | 83.2%-46.0pp | 86.8%-49.6pp | 68.7%-31.5pp |
| Annual return | 0.82% | 5.12%-4.3pp | 13.22%-12.4pp | 2041.45%-2040.6pp |
| Employer contribution / active EE | $0 | $3,297-100.0% | $5,151-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $3,161 | $4,667-32.3% | $6,229-49.3% | $3,192-1.0% |
| Admin fee / account holder | $1,245 | $5,879-78.8% | $9,014-86.2% | $4,297-71.0% |