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 | $25,860 | $72,027-64.1% | $185,835-86.1% | $79,852-67.6% |
| Participation rate | 29.0% | 65.8%-36.7pp | 78.0%-49.0pp | 69.6%-40.6pp |
| Annual return | 19.82% | 23.13%-3.3pp | 35.96%-16.1pp | 31.72%-11.9pp |
| Employer contribution / active EE | $0 | $1,965-100.0% | $4,087-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,269 | $3,780-66.4% | $5,633-77.5% | $3,740-66.1% |
| Admin fee / account holder | $1,744 | $4,513-61.3% | $9,502-81.6% | $5,306-67.1% |