Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $51,911 | $68,681-24.4% | $86,625-40.1% | $85,851-39.5% |
| Participation rate | 16.1% | 66.4%-50.2pp | 71.6%-55.5pp | 69.3%-53.2pp |
| Annual return | 16.75% | 20.12%-3.4pp | 63.52%-46.8pp | 318.63%-301.9pp |
| Employer contribution / active EE | $300 | $1,880-84.1% | $2,496-88.0% | $2,565-88.3% |
| Participant deferral / active EE | $1,711 | $2,919-41.4% | $3,700-53.8% | $3,952-56.7% |
| Admin fee / account holder | $652 | $5,974-89.1% | $5,830-88.8% | $6,261-89.6% |