Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $37,054 | $81,557-54.6% | $123,973-70.1% | $65,191-43.2% |
| Participation rate | 15.2% | 77.8%-62.6pp | 76.7%-61.4pp | 63.0%-47.8pp |
| Annual return | 18.22% | 11.45%+6.8pp | 388.13%-369.9pp | 51.24%-33.0pp |
| Employer contribution / active EE | $360 | $4,637-92.2% | $4,126-91.3% | $2,400-85.0% |
| Participant deferral / active EE | $1,156 | $2,628-56.0% | $5,247-78.0% | $2,671-56.7% |
| Admin fee / account holder | $1,541 | $1,040+48.2% | $11,799-86.9% | $907+69.9% |