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 | $48,202 | $154,159-68.7% | $130,026-62.9% | $139,456-65.4% |
| Participation rate | 58.3% | 82.0%-23.6pp | 78.5%-20.2pp | 80.3%-22.0pp |
| Annual return | 10.61% | 32.50%-21.9pp | -137.26%+147.9pp | 373.45%-362.8pp |
| Employer contribution / active EE | $981 | $5,292-81.5% | $4,321-77.3% | $4,753-79.4% |
| Participant deferral / active EE | $3,429 | $6,710-48.9% | $5,821-41.1% | $6,711-48.9% |
| Admin fee / account holder | $1,120 | $14,001-92.0% | $10,608-89.4% | $11,407-90.2% |