Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $18,785 | $81,331-76.9% | $155,534-87.9% | $80,935-76.8% |
| Participation rate | 38.9% | 66.3%-27.4pp | 78.2%-39.3pp | 67.7%-28.8pp |
| Annual return | 11.50% | 33.37%-21.9pp | 64.92%-53.4pp | 35.66%-24.2pp |
| Employer contribution / active EE | $360 | $3,105-88.4% | $4,675-92.3% | $2,757-86.9% |
| Participant deferral / active EE | $956 | $3,454-72.3% | $5,630-83.0% | $4,299-77.8% |
| Admin fee / account holder | $609 | $7,999-92.4% | $15,900-96.2% | $6,924-91.2% |