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 | $67,041 | $56,054+19.6% | $171,082-60.8% | $62,881+6.6% |
| Participation rate | 56.0% | 62.9%-6.9pp | 76.7%-20.7pp | 69.3%-13.3pp |
| Annual return | 5.71% | 22.52%-16.8pp | 32.56%-26.8pp | 20.14%-14.4pp |
| Employer contribution / active EE | $0 | $1,731-100.0% | $4,002-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,031 | $3,158-35.7% | $4,797-57.7% | $3,203-36.6% |
| Admin fee / account holder | $10,451 | $3,647+186.6% | $8,520+22.7% | $4,296+143.3% |