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 | $66,758 | $91,167-26.8% | $178,498-62.6% | $79,858-16.4% |
| Participation rate | 57.1% | 69.2%-12.1pp | 81.9%-24.8pp | 69.6%-12.5pp |
| Annual return | 16.21% | 24.19%-8.0pp | 151.09%-134.9pp | 31.72%-15.5pp |
| Employer contribution / active EE | $352 | $3,255-89.2% | $5,011-93.0% | $2,471-85.8% |
| Participant deferral / active EE | $2,440 | $3,236-24.6% | $5,202-53.1% | $3,740-34.8% |
| Admin fee / account holder | $11,417 | $6,747+69.2% | $13,985-18.4% | $5,306+115.2% |