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 | $57,783 | $72,269-20.0% | $101,271-42.9% | $79,852-27.6% |
| Participation rate | 48.9% | 68.5%-19.6pp | 75.8%-26.9pp | 69.6%-20.7pp |
| Annual return | 14.35% | 22.29%-7.9pp | 46.48%-32.1pp | 31.72%-17.4pp |
| Employer contribution / active EE | $554 | $2,692-79.4% | $3,660-84.9% | $2,471-77.6% |
| Participant deferral / active EE | $3,367 | $3,282+2.6% | $4,371-23.0% | $3,740-10.0% |
| Admin fee / account holder | $2,701 | $4,401-38.6% | $5,948-54.6% | $5,306-49.1% |