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 | $91,293 | $82,523+10.6% | $115,752-21.1% | $70,126+30.2% |
| Participation rate | 35.1% | 74.0%-38.9pp | 77.8%-42.6pp | 69.5%-34.4pp |
| Annual return | 17.82% | 28.22%-10.4pp | 19.41%-1.6pp | 73.15%-55.3pp |
| Employer contribution / active EE | $0 | $2,758-100.0% | $3,492-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,853 | $4,062-54.4% | $5,204-64.4% | $3,332-44.4% |
| Admin fee / account holder | $3,024 | $4,552-33.6% | $6,278-51.8% | $4,645-34.9% |