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 | $35,688 | $93,617-61.9% | $135,982-73.8% | $75,177-52.5% |
| Participation rate | 45.3% | 75.2%-29.9pp | 81.9%-36.6pp | 67.2%-21.9pp |
| Annual return | 18.47% | 30.89%-12.4pp | 68.32%-49.9pp | 160.75%-142.3pp |
| Employer contribution / active EE | $719 | $3,538-79.7% | $4,859-85.2% | $2,671-73.1% |
| Participant deferral / active EE | $3,728 | $6,406-41.8% | $7,760-52.0% | $4,126-9.7% |
| Admin fee / account holder | $598 | $6,980-91.4% | $10,767-94.4% | $5,651-89.4% |