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 | $54,258 | $110,240-50.8% | $96,544-43.8% | $139,487-61.1% |
| Participation rate | 43.8% | 78.1%-34.4pp | 76.0%-32.2pp | 80.3%-36.6pp |
| Annual return | 14.19% | 26.41%-12.2pp | 25.88%-11.7pp | 373.84%-359.7pp |
| Employer contribution / active EE | $777 | $3,622-78.5% | $2,966-73.8% | $4,755-83.7% |
| Participant deferral / active EE | $2,203 | $5,549-60.3% | $4,851-54.6% | $6,713-67.2% |
| Admin fee / account holder | $609 | $11,602-94.8% | $8,254-92.6% | $11,407-94.7% |