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 | $46,213 | $65,704-29.7% | $94,229-51.0% | $59,633-22.5% |
| Participation rate | 38.4% | 72.1%-33.7pp | 78.8%-40.4pp | 68.7%-30.3pp |
| Annual return | 0.85% | 5.22%-4.4pp | 10.68%-9.8pp | 2041.45%-2040.6pp |
| Employer contribution / active EE | $96 | $2,021-95.3% | $3,587-97.3% | $2,203-95.6% |
| Participant deferral / active EE | $1,454 | $3,143-53.7% | $4,320-66.3% | $3,192-54.4% |
| Admin fee / account holder | $1,625 | $4,265-61.9% | $6,269-74.1% | $4,297-62.2% |