Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $69,304 | $55,902+24.0% | $76,030-8.8% | $80,959-14.4% |
| Participation rate | 7.1% | 62.1%-54.9pp | 69.1%-61.9pp | 67.7%-60.5pp |
| Annual return | 12.37% | 20.59%-8.2pp | 361.54%-349.2pp | 35.67%-23.3pp |
| Employer contribution / active EE | $127 | $1,867-93.2% | $2,688-95.3% | $2,757-95.4% |
| Participant deferral / active EE | $1,171 | $3,051-61.6% | $4,257-72.5% | $4,300-72.8% |
| Admin fee / account holder | $4,910 | $5,239-6.3% | $6,421-23.5% | $6,925-29.1% |