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 | $18,798 | $65,364-71.2% | $92,909-79.8% | $72,975-74.2% |
| Participation rate | 22.1% | 68.3%-46.2pp | 76.0%-53.9pp | 69.5%-47.4pp |
| Annual return | 17.57% | 42.11%-24.5pp | 109.44%-91.9pp | 81.01%-63.4pp |
| Employer contribution / active EE | $354 | $2,594-86.4% | $3,653-90.3% | $2,440-85.5% |
| Participant deferral / active EE | $1,509 | $3,128-51.8% | $4,238-64.4% | $3,608-58.2% |
| Admin fee / account holder | $1,187 | $4,251-72.1% | $5,795-79.5% | $5,124-76.8% |