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 | $18,156 | $55,713-67.4% | $75,901-76.1% | $72,975-75.1% |
| Participation rate | 63.2% | 61.1%+2.1pp | 69.3%-6.1pp | 69.5%-6.3pp |
| Annual return | 19.66% | 27.60%-7.9pp | 30.76%-11.1pp | 81.01%-61.4pp |
| Employer contribution / active EE | $195 | $1,687-88.5% | $2,501-92.2% | $2,440-92.0% |
| Participant deferral / active EE | $1,947 | $2,634-26.1% | $3,603-46.0% | $3,608-46.0% |
| Admin fee / account holder | $958 | $3,980-75.9% | $5,420-82.3% | $5,124-81.3% |