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 | $62,744 | $63,845-1.7% | $81,370-22.9% | $80,959-22.5% |
| Participation rate | 13.8% | 63.9%-50.1pp | 69.5%-55.7pp | 67.7%-53.9pp |
| Annual return | 10.66% | 16.37%-5.7pp | 24.85%-14.2pp | 35.67%-25.0pp |
| Employer contribution / active EE | $262 | $1,980-86.8% | $2,464-89.4% | $2,757-90.5% |
| Participant deferral / active EE | $1,055 | $3,093-65.9% | $3,885-72.8% | $4,300-75.5% |
| Admin fee / account holder | $2,351 | $5,688-58.7% | $5,749-59.1% | $6,925-66.1% |