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 | $36,352 | $81,276-55.3% | $155,574-76.6% | $80,925-55.1% |
| Participation rate | 18.5% | 66.2%-47.7pp | 78.2%-59.7pp | 67.7%-49.1pp |
| Annual return | 11.44% | 33.36%-21.9pp | 64.87%-53.4pp | 35.65%-24.2pp |
| Employer contribution / active EE | $300 | $3,103-90.3% | $4,676-93.6% | $2,756-89.1% |
| Participant deferral / active EE | $1,435 | $3,453-58.4% | $5,629-74.5% | $4,299-66.6% |
| Admin fee / account holder | $556 | $7,993-93.0% | $15,914-96.5% | $6,940-92.0% |