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 | $58,346 | $55,453+5.2% | $170,435-65.8% | $62,293-6.3% |
| Participation rate | 25.9% | 66.4%-40.5pp | 83.6%-57.7pp | 69.5%-43.6pp |
| Annual return | 12.93% | 21.38%-8.4pp | 205.94%-193.0pp | 28.90%-16.0pp |
| Employer contribution / active EE | $230 | $2,164-89.3% | $5,432-95.8% | $2,042-88.7% |
| Participant deferral / active EE | $1,152 | $2,303-50.0% | $4,939-76.7% | $3,169-63.6% |
| Admin fee / account holder | $1,233 | $455+170.9% | $13,881-91.1% | $479+157.1% |