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 | $19,802 | $91,179-78.3% | $178,499-88.9% | $79,852-75.2% |
| Participation rate | 42.5% | 69.2%-26.7pp | 81.9%-39.5pp | 69.6%-27.2pp |
| Annual return | 12.91% | 24.19%-11.3pp | 151.10%-138.2pp | 31.72%-18.8pp |
| Employer contribution / active EE | $105 | $3,256-96.8% | $5,011-97.9% | $2,471-95.7% |
| Participant deferral / active EE | $1,133 | $3,236-65.0% | $5,202-78.2% | $3,740-69.7% |
| Admin fee / account holder | $2,147 | $6,749-68.2% | $13,986-84.7% | $5,306-59.5% |