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 | $35,390 | $101,795-65.2% | $165,100-78.6% | $80,959-56.3% |
| Participation rate | 64.0% | 71.8%-7.8pp | 78.6%-14.6pp | 67.7%-3.7pp |
| Annual return | 28.09% | 16.73%+11.4pp | 70.21%-42.1pp | 35.67%-7.6pp |
| Employer contribution / active EE | $576 | $2,954-80.5% | $4,348-86.7% | $2,757-79.1% |
| Participant deferral / active EE | $4,124 | $4,476-7.9% | $6,035-31.7% | $4,300-4.1% |
| Admin fee / account holder | $1,445 | $8,221-82.4% | $12,696-88.6% | $6,925-79.1% |