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 | $28,729 | $54,541-47.3% | $78,778-63.5% | $70,124-59.0% |
| Participation rate | 46.6% | 60.8%-14.2pp | 69.2%-22.6pp | 69.5%-23.0pp |
| Annual return | 16.82% | 21.07%-4.3pp | 35.62%-18.8pp | 73.14%-56.3pp |
| Employer contribution / active EE | $181 | $1,089-83.3% | $1,986-90.9% | $2,342-92.3% |
| Participant deferral / active EE | $2,471 | $2,210+11.8% | $2,958-16.5% | $3,332-25.8% |
| Admin fee / account holder | $1,727 | $3,709-53.4% | $5,134-66.4% | $4,645-62.8% |