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 | $50,179 | $95,406-47.4% | $185,849-73.0% | $85,847-41.5% |
| Participation rate | 56.9% | 68.8%-11.8pp | 81.7%-24.8pp | 69.3%-12.4pp |
| Annual return | 13.99% | 23.59%-9.6pp | 122.10%-108.1pp | 318.61%-304.6pp |
| Employer contribution / active EE | $261 | $3,314-92.1% | $5,169-94.9% | $2,565-89.8% |
| Participant deferral / active EE | $2,188 | $3,424-36.1% | $5,569-60.7% | $3,952-44.6% |
| Admin fee / account holder | $4,048 | $7,214-43.9% | $16,244-75.1% | $6,261-35.3% |