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 | $51,565 | $90,674-43.1% | $96,707-46.7% | $82,448-37.5% |
| Participation rate | 39.0% | 75.9%-37.0pp | 80.4%-41.4pp | 68.1%-29.1pp |
| Annual return | 20.60% | 49.05%-28.4pp | 34.78%-14.2pp | 41.64%-21.0pp |
| Employer contribution / active EE | $1,028 | $3,975-74.1% | $4,191-75.5% | $2,551-59.7% |
| Participant deferral / active EE | $2,524 | $5,696-55.7% | $5,997-57.9% | $4,139-39.0% |
| Admin fee / account holder | $597 | $7,568-92.1% | $7,503-92.0% | $7,234-91.7% |