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 | $63,542 | $181,896-65.1% | $156,551-59.4% | $273,972-76.8% |
| Participation rate | 60.0% | 88.4%-28.4pp | 84.0%-24.0pp | 83.0%-23.0pp |
| Annual return | 10.67% | 30.74%-20.1pp | 32.23%-21.6pp | 41.46%-30.8pp |
| Employer contribution / active EE | $592 | $6,248-90.5% | $5,501-89.2% | $4,869-87.9% |
| Participant deferral / active EE | $3,795 | $5,550-31.6% | $4,871-22.1% | $5,287-28.2% |
| Admin fee / account holder | $442 | $15,560-97.2% | $13,028-96.6% | $10,133-95.6% |