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 | $23,920 | $84,236-71.6% | $170,435-86.0% | $70,126-65.9% |
| Participation rate | 48.9% | 70.8%-21.9pp | 83.6%-34.7pp | 69.5%-20.7pp |
| Annual return | 21.40% | 23.06%-1.7pp | 205.94%-184.5pp | 73.15%-51.8pp |
| Employer contribution / active EE | $153 | $3,387-95.5% | $5,432-97.2% | $2,343-93.5% |
| Participant deferral / active EE | $1,110 | $3,086-64.0% | $4,939-77.5% | $3,332-66.7% |
| Admin fee / account holder | $2,571 | $5,698-54.9% | $13,881-81.5% | $4,645-44.6% |