Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $68,352 | $89,259-23.4% | $107,187-36.2% | $82,637-17.3% |
| Participation rate | 17.9% | 67.9%-50.0pp | 75.0%-57.1pp | 68.1%-50.1pp |
| Annual return | 17.34% | 21.02%-3.7pp | 204.55%-187.2pp | 53.51%-36.2pp |
| Employer contribution / active EE | $599 | $3,080-80.5% | $3,782-84.2% | $2,552-76.5% |
| Participant deferral / active EE | $1,712 | $4,037-57.6% | $5,096-66.4% | $4,126-58.5% |
| Admin fee / account holder | $1,181 | $7,381-84.0% | $9,162-87.1% | $7,339-83.9% |