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 | $70,770 | $114,712-38.3% | $173,730-59.3% | $87,485-19.1% |
| Participation rate | 61.1% | 73.0%-11.9pp | 79.6%-18.5pp | 68.9%-7.8pp |
| Annual return | 19.07% | 20.18%-1.1pp | 19.96%-0.9pp | 26.06%-7.0pp |
| Employer contribution / active EE | $457 | $2,904-84.3% | $4,577-90.0% | $2,596-82.4% |
| Participant deferral / active EE | $2,493 | $4,642-46.3% | $6,326-60.6% | $4,274-41.7% |
| Admin fee / account holder | $2,696 | $10,210-73.6% | $17,523-84.6% | $7,775-65.3% |