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 | $24,230 | $62,166-61.0% | $81,286-70.2% | $74,429-67.4% |
| Participation rate | 41.2% | 64.1%-22.9pp | 69.5%-28.3pp | 67.2%-26.0pp |
| Annual return | 16.86% | 16.50%+0.4pp | 24.80%-7.9pp | 1368.38%-1351.5pp |
| Employer contribution / active EE | $475 | $1,881-74.8% | $2,463-80.7% | $2,625-81.9% |
| Participant deferral / active EE | $1,670 | $3,223-48.2% | $3,883-57.0% | $4,348-61.6% |
| Admin fee / account holder | $1,578 | $1,925-18.0% | $5,764-72.6% | $1,944-18.8% |