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 | $20,436 | $335,055-93.9% | $150,298-86.4% | - |
| Participation rate | 41.4% | 50.7%-9.3pp | 77.8%-36.3pp | - |
| Annual return | 16.97% | 11.52%+5.5pp | 62.79%-45.8pp | - |
| Employer contribution / active EE | $220 | $931-76.3% | $4,154-94.7% | - |
| Participant deferral / active EE | $1,652 | $1,801-8.3% | $5,453-69.7% | - |
| Admin fee / account holder | $511 | $66,580-99.2% | $14,116-96.4% | - |