Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $49,969 | $110,379-54.7% | $102,412-51.2% | $145,884-65.7% |
| Participation rate | 14.3% | 77.9%-63.6pp | 74.5%-60.2pp | 80.3%-66.0pp |
| Annual return | 14.92% | 24.84%-9.9pp | 24.94%-10.0pp | 551.85%-536.9pp |
| Employer contribution / active EE | $602 | $4,216-85.7% | $3,870-84.5% | $4,662-87.1% |
| Participant deferral / active EE | $2,863 | $5,622-49.1% | $5,060-43.4% | $6,690-57.2% |
| Admin fee / account holder | $337 | $9,745-96.5% | $8,388-96.0% | $13,392-97.5% |