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 | $35,862 | $49,255-27.2% | $70,494-49.1% | $79,856-55.1% |
| Participation rate | 41.3% | 69.2%-27.9pp | 75.1%-33.8pp | 69.6%-28.4pp |
| Annual return | 22.99% | 30.10%-7.1pp | 109.16%-86.2pp | 31.71%-8.7pp |
| Employer contribution / active EE | $288 | $2,100-86.3% | $2,738-89.5% | $2,471-88.4% |
| Participant deferral / active EE | $1,807 | $2,768-34.7% | $3,711-51.3% | $3,741-51.7% |
| Admin fee / account holder | $1,136 | $2,879-60.6% | $3,848-70.5% | $5,306-78.6% |