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 | $54,308 | $71,230-23.8% | $93,727-42.1% | $80,959-32.9% |
| Participation rate | 67.9% | 60.4%+7.5pp | 68.7%-0.9pp | 67.7%+0.2pp |
| Annual return | 12.26% | 11.26%+1.0pp | 133.83%-121.6pp | 35.67%-23.4pp |
| Employer contribution / active EE | $363 | $1,565-76.8% | $2,421-85.0% | $2,757-86.8% |
| Participant deferral / active EE | $1,771 | $4,037-56.1% | $4,417-59.9% | $4,300-58.8% |
| Admin fee / account holder | $2,778 | $6,961-60.1% | $8,292-66.5% | $6,925-59.9% |