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 | $65,443 | $62,583+4.6% | $76,767-14.8% | $64,173+2.0% |
| Participation rate | 62.5% | 72.8%-10.3pp | 77.0%-14.5pp | 69.6%-7.1pp |
| Annual return | 7.30% | -1.95%+9.2pp | 2.43%+4.9pp | 7.63%-0.3pp |
| Employer contribution / active EE | $141 | $1,832-92.3% | $2,485-94.3% | $2,381-94.1% |
| Participant deferral / active EE | $1,473 | $3,145-53.2% | $3,852-61.8% | $3,470-57.6% |
| Admin fee / account holder | $859 | $4,667-81.6% | $6,675-87.1% | $4,887-82.4% |