Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $26,335 | $81,331-67.6% | $155,534-83.1% | $80,935-67.5% |
| Participation rate | 14.9% | 66.3%-51.3pp | 78.2%-63.3pp | 67.7%-52.7pp |
| Annual return | 10.93% | 33.37%-22.4pp | 64.92%-54.0pp | 35.66%-24.7pp |
| Employer contribution / active EE | $358 | $3,105-88.5% | $4,675-92.3% | $2,757-87.0% |
| Participant deferral / active EE | $1,020 | $3,454-70.5% | $5,630-81.9% | $4,299-76.3% |
| Admin fee / account holder | $1,523 | $7,999-81.0% | $15,900-90.4% | $6,924-78.0% |