Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $12,463 | $81,358-84.7% | $155,556-92.0% | $80,959-84.6% |
| Participation rate | 24.7% | 66.3%-41.6pp | 78.2%-53.5pp | 67.7%-43.0pp |
| Annual return | 39.72% | 33.39%+6.3pp | 64.84%-25.1pp | 35.67%+4.1pp |
| Employer contribution / active EE | $0 | $3,106-100.0% | $4,675-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,615 | $3,455-53.3% | $5,631-71.3% | $4,300-62.4% |
| Admin fee / account holder | $2,480 | $7,994-69.0% | $15,885-84.4% | $6,925-64.2% |