Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $47,351 | $95,404-50.4% | $113,397-58.2% | $82,637-42.7% |
| Participation rate | 61.3% | 72.8%-11.5pp | 76.5%-15.2pp | 68.1%-6.8pp |
| Annual return | 16.94% | 19.08%-2.1pp | 23.20%-6.3pp | 53.51%-36.6pp |
| Employer contribution / active EE | $0 | $2,307-100.0% | $2,977-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $8,396 | $4,220+99.0% | $5,076+65.4% | $4,126+103.5% |
| Admin fee / account holder | $9,513 | $9,168+3.8% | $11,957-20.4% | $7,339+29.6% |