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 | $65,500 | $66,319-1.2% | $93,621-30.0% | $65,186+0.5% |
| Participation rate | 40.4% | 74.0%-33.7pp | 75.8%-35.5pp | 70.2%-29.8pp |
| Annual return | 18.69% | 42.59%-23.9pp | 32.76%-14.1pp | 29.39%-10.7pp |
| Employer contribution / active EE | $383 | $2,013-81.0% | $2,719-85.9% | $2,177-82.4% |
| Participant deferral / active EE | $1,693 | $3,343-49.3% | $4,070-58.4% | $3,514-51.8% |
| Admin fee / account holder | $4,038 | $6,900-41.5% | $7,890-48.8% | $847+376.6% |