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 | $13,348 | $81,262-83.6% | $155,602-91.4% | $80,911-83.5% |
| Participation rate | 50.6% | 66.2%-15.6pp | 78.2%-27.6pp | 67.6%-17.0pp |
| Annual return | 15.16% | 33.34%-18.2pp | 64.81%-49.6pp | 35.63%-20.5pp |
| Employer contribution / active EE | $294 | $3,102-90.5% | $4,675-93.7% | $2,756-89.3% |
| Participant deferral / active EE | $2,378 | $3,451-31.1% | $5,629-57.7% | $4,297-44.7% |
| Admin fee / account holder | $959 | $7,992-88.0% | $15,923-94.0% | $6,935-86.2% |