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 | $73,600 | $67,606+8.9% | $82,313-10.6% | $70,124+5.0% |
| Participation rate | 48.4% | 72.8%-24.4pp | 76.9%-28.5pp | 69.5%-21.2pp |
| Annual return | 18.80% | 21.57%-2.8pp | 25.88%-7.1pp | 73.14%-54.3pp |
| Employer contribution / active EE | $0 | $1,755-100.0% | $2,428-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,433 | $2,987-52.0% | $3,706-61.3% | $3,332-57.0% |
| Admin fee / account holder | $2,470 | $4,512-45.3% | $5,608-55.9% | $4,645-46.8% |