Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $14,392 | $77,901-81.5% | $149,717-90.4% | $75,181-80.9% |
| Participation rate | 50.0% | 65.6%-15.6pp | 78.8%-28.8pp | 67.2%-17.2pp |
| Annual return | 16.89% | 31.73%-14.8pp | 134.41%-117.5pp | 160.69%-143.8pp |
| Employer contribution / active EE | $157 | $3,137-95.0% | $4,820-96.7% | $2,671-94.1% |
| Participant deferral / active EE | $1,749 | $3,411-48.7% | $5,682-69.2% | $4,126-57.6% |
| Admin fee / account holder | $2,732 | $5,949-54.1% | $13,213-79.3% | $5,650-51.6% |