Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $22,772 | $93,598-75.7% | $135,974-83.3% | $75,173-69.7% |
| Participation rate | 59.6% | 75.2%-15.6pp | 81.9%-22.3pp | 67.2%-7.6pp |
| Annual return | 22.05% | 30.89%-8.8pp | 68.30%-46.3pp | 160.72%-138.7pp |
| Employer contribution / active EE | $0 | $3,538-100.0% | $4,859-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $4,564 | $6,405-28.7% | $7,760-41.2% | $4,126+10.6% |
| Admin fee / account holder | $801 | $6,978-88.5% | $10,767-92.6% | $5,651-85.8% |