Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $54,344 | $81,233-33.1% | $155,567-65.1% | $80,874-32.8% |
| Participation rate | 47.2% | 66.2%-19.0pp | 78.2%-31.0pp | 67.6%-20.4pp |
| Annual return | 18.11% | 33.33%-15.2pp | 64.74%-46.6pp | 35.62%-17.5pp |
| Employer contribution / active EE | $303 | $3,101-90.2% | $4,674-93.5% | $2,756-89.0% |
| Participant deferral / active EE | $1,711 | $3,452-50.4% | $5,628-69.6% | $4,297-60.2% |
| Admin fee / account holder | $342 | $7,998-95.7% | $15,916-97.8% | $6,935-95.1% |