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 | $32,486 | $213,785-84.8% | $185,441-82.5% | $155,188-79.1% |
| Participation rate | 41.7% | 83.2%-41.6pp | 80.3%-38.6pp | 80.8%-39.1pp |
| Annual return | 10.10% | 19.97%-9.9pp | 20.16%-10.1pp | 148.84%-138.7pp |
| Employer contribution / active EE | $849 | $5,393-84.3% | $4,672-81.8% | $4,248-80.0% |
| Participant deferral / active EE | $2,284 | $6,864-66.7% | $6,152-62.9% | $6,531-65.0% |
| Admin fee / account holder | $633 | $21,134-97.0% | $17,890-96.5% | $14,480-95.6% |