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 | $73,052 | $181,896-59.8% | $156,551-53.3% | $273,972-73.3% |
| Participation rate | 55.0% | 88.4%-33.4pp | 84.0%-29.0pp | 83.0%-28.0pp |
| Annual return | 8.34% | 30.74%-22.4pp | 32.23%-23.9pp | 41.46%-33.1pp |
| Employer contribution / active EE | $0 | $6,248-100.0% | $5,501-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $2,617 | $5,550-52.8% | $4,871-46.3% | $5,287-50.5% |
| Admin fee / account holder | $10,504 | $15,560-32.5% | $13,028-19.4% | $10,133+3.7% |