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 | $40,825 | $124,346-67.2% | $111,306-63.3% | $167,553-75.6% |
| Participation rate | 68.4% | 79.6%-11.2pp | 77.3%-8.9pp | 82.1%-13.7pp |
| Annual return | 14.04% | 37.46%-23.4pp | 54.67%-40.6pp | 478.89%-464.9pp |
| Employer contribution / active EE | $431 | $3,438-87.5% | $2,732-84.2% | $4,840-91.1% |
| Participant deferral / active EE | $2,343 | $5,182-54.8% | $4,488-47.8% | $6,343-63.1% |
| Admin fee / account holder | $697 | $10,623-93.4% | $7,966-91.2% | $12,316-94.3% |