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 | $60,013 | $113,941-47.3% | $94,229-36.3% | $125,389-52.1% |
| Participation rate | 47.1% | 82.9%-35.8pp | 78.8%-31.7pp | 83.2%-36.1pp |
| Annual return | -2.83% | 5.29%-8.1pp | 10.68%-13.5pp | 282.24%-285.1pp |
| Employer contribution / active EE | $730 | $4,727-84.5% | $3,587-79.6% | $4,866-85.0% |
| Participant deferral / active EE | $4,866 | $5,179-6.0% | $4,320+12.6% | $5,352-9.1% |
| Admin fee / account holder | $420 | $8,392-95.0% | $6,269-93.3% | $9,541-95.6% |