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 | $52,517 | $55,636-5.6% | $81,982-35.9% | $73,497-28.5% |
| Participation rate | 22.9% | 62.3%-39.4pp | 69.3%-46.4pp | 70.7%-47.8pp |
| Annual return | 18.08% | 19.07%-1.0pp | 41.31%-23.2pp | 28.51%-10.4pp |
| Employer contribution / active EE | $292 | $1,625-82.1% | $2,498-88.3% | $2,270-87.2% |
| Participant deferral / active EE | $1,710 | $2,762-38.1% | $3,722-54.1% | $3,740-54.3% |
| Admin fee / account holder | $7,329 | $493+1387.3% | $5,665+29.4% | $513+1328.5% |