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 | $43,155 | $83,369-48.2% | $105,223-59.0% | $67,986-36.5% |
| Participation rate | 45.2% | 56.3%-11.1pp | 75.0%-29.9pp | 57.2%-12.0pp |
| Annual return | 14.99% | 24.64%-9.7pp | 180.65%-165.7pp | 31.67%-16.7pp |
| Employer contribution / active EE | $67 | $2,541-97.4% | $3,689-98.2% | $2,019-96.7% |
| Participant deferral / active EE | $1,745 | $3,295-47.1% | $5,072-65.6% | $3,358-48.0% |
| Admin fee / account holder | $2,384 | $4,073-41.5% | $8,859-73.1% | $3,203-25.6% |