Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $50,227 | $181,896-72.4% | $156,551-67.9% | $273,972-81.7% |
| Participation rate | 45.5% | 88.4%-42.9pp | 84.0%-38.6pp | 83.0%-37.6pp |
| Annual return | 4.98% | 30.74%-25.8pp | 32.23%-27.2pp | 41.46%-36.5pp |
| Employer contribution / active EE | $0 | $6,248-100.0% | $5,501-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $3,354 | $5,550-39.6% | $4,871-31.1% | $5,287-36.6% |
| Admin fee / account holder | $646 | $15,560-95.8% | $13,028-95.0% | $10,133-93.6% |