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 | $33,655 | $65,364-48.5% | $92,909-63.8% | $72,975-53.9% |
| Participation rate | 44.6% | 68.3%-23.7pp | 76.0%-31.4pp | 69.5%-24.9pp |
| Annual return | 21.72% | 42.11%-20.4pp | 109.44%-87.7pp | 81.01%-59.3pp |
| Employer contribution / active EE | $242 | $2,594-90.7% | $3,653-93.4% | $2,440-90.1% |
| Participant deferral / active EE | $1,658 | $3,128-47.0% | $4,238-60.9% | $3,608-54.1% |
| Admin fee / account holder | $1,706 | $4,251-59.9% | $5,795-70.6% | $5,124-66.7% |