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 | $11,416 | $48,337-76.4% | $67,560-83.1% | $80,959-85.9% |
| Participation rate | 66.2% | 66.4%-0.2pp | 72.9%-6.7pp | 67.7%-1.4pp |
| Annual return | 13.28% | 18.26%-5.0pp | 3533.50%-3520.2pp | 35.67%-22.4pp |
| Employer contribution / active EE | $260 | $2,023-87.2% | $2,737-90.5% | $2,757-90.6% |
| Participant deferral / active EE | $2,382 | $2,928-18.6% | $4,004-40.5% | $4,300-44.6% |
| Admin fee / account holder | $589 | $3,695-84.1% | $3,994-85.2% | $6,925-91.5% |