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 | $17,848 | $59,839-70.2% | $81,991-78.2% | $79,852-77.6% |
| Participation rate | 59.5% | 61.6%-2.1pp | 69.3%-9.7pp | 69.6%-10.1pp |
| Annual return | 11.07% | 17.56%-6.5pp | 41.31%-30.2pp | 31.72%-20.7pp |
| Employer contribution / active EE | $202 | $1,713-88.2% | $2,498-91.9% | $2,471-91.8% |
| Participant deferral / active EE | $2,018 | $2,695-25.1% | $3,722-45.8% | $3,740-46.1% |
| Admin fee / account holder | $6,015 | $4,287+40.3% | $5,665+6.2% | $5,306+13.4% |