Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $26,990 | $126,661-78.7% | $113,397-76.2% | $138,895-80.6% |
| Participation rate | 56.3% | 79.4%-23.2pp | 76.5%-20.2pp | 79.9%-23.7pp |
| Annual return | 14.77% | 25.05%-10.3pp | 23.20%-8.4pp | 145.39%-130.6pp |
| Employer contribution / active EE | $425 | $3,456-87.7% | $2,977-85.7% | $4,194-89.9% |
| Participant deferral / active EE | $3,737 | $5,693-34.4% | $5,076-26.4% | $6,396-41.6% |
| Admin fee / account holder | $2,350 | $14,549-83.8% | $11,957-80.3% | $12,562-81.3% |