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 | $35,988 | $81,358-55.8% | $155,556-76.9% | $80,959-55.5% |
| Participation rate | 61.7% | 66.3%-4.6pp | 78.2%-16.5pp | 67.7%-6.0pp |
| Annual return | 10.91% | 33.39%-22.5pp | 64.84%-53.9pp | 35.67%-24.8pp |
| Employer contribution / active EE | $238 | $3,106-92.3% | $4,675-94.9% | $2,757-91.4% |
| Participant deferral / active EE | $1,082 | $3,455-68.7% | $5,631-80.8% | $4,300-74.8% |
| Admin fee / account holder | $1,288 | $7,994-83.9% | $15,885-91.9% | $6,925-81.4% |