Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $28,887 | $79,894-63.8% | $135,792-78.7% | $82,637-65.0% |
| Participation rate | 22.1% | 63.0%-40.9pp | 72.6%-50.5pp | 68.1%-46.0pp |
| Annual return | 17.17% | 17.20%0pp | 25.96%-8.8pp | 53.51%-36.3pp |
| Employer contribution / active EE | $320 | $2,165-85.2% | $3,496-90.9% | $2,552-87.5% |
| Participant deferral / active EE | $1,433 | $3,194-55.1% | $4,759-69.9% | $4,126-65.3% |
| Admin fee / account holder | $2,178 | $6,434-66.2% | $12,266-82.2% | $7,339-70.3% |