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 | $74,647 | $176,786-57.8% | $146,643-49.1% | $167,536-55.4% |
| Participation rate | 46.2% | 83.6%-37.5pp | 80.1%-33.9pp | 82.1%-36.0pp |
| Annual return | 11.74% | 24.04%-12.3pp | 22.75%-11.0pp | 478.82%-467.1pp |
| Employer contribution / active EE | $1,035 | $5,161-80.0% | $4,137-75.0% | $4,839-78.6% |
| Participant deferral / active EE | $3,566 | $6,440-44.6% | $5,506-35.2% | $6,342-43.8% |
| Admin fee / account holder | $302 | $13,262-97.7% | $10,280-97.1% | $12,315-97.5% |