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 | $40,679 | $78,690-48.3% | $161,489-74.8% | $87,485-53.5% |
| Participation rate | 46.2% | 67.5%-21.3pp | 78.7%-32.5pp | 68.9%-22.8pp |
| Annual return | 18.90% | 32.74%-13.8pp | 89.72%-70.8pp | 26.06%-7.2pp |
| Employer contribution / active EE | $226 | $2,588-91.3% | $4,268-94.7% | $2,596-91.3% |
| Participant deferral / active EE | $1,750 | $3,311-47.1% | $5,630-68.9% | $4,274-59.1% |
| Admin fee / account holder | $2,208 | $6,724-67.2% | $16,006-86.2% | $7,775-71.6% |