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 | $79,035 | $56,894+38.9% | $84,753-6.7% | $62,881+25.7% |
| Participation rate | 48.8% | 68.5%-19.7pp | 76.6%-27.8pp | 69.3%-20.5pp |
| Annual return | 7.41% | 6.30%+1.1pp | 22.78%-15.4pp | 20.14%-12.7pp |
| Employer contribution / active EE | $388 | $2,400-83.8% | $3,574-89.1% | $2,281-83.0% |
| Participant deferral / active EE | $2,105 | $2,709-22.3% | $3,712-43.3% | $3,203-34.3% |
| Admin fee / account holder | $1,782 | $3,581-50.2% | $5,333-66.6% | $4,296-58.5% |