Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $63,747 | $89,367-28.7% | $141,191-54.9% | $72,975-12.6% |
| Participation rate | 44.8% | 75.1%-30.3pp | 82.5%-37.6pp | 69.5%-24.7pp |
| Annual return | 23.08% | 111.87%-88.8pp | 71.41%-48.3pp | 81.01%-57.9pp |
| Employer contribution / active EE | $461 | $3,115-85.2% | $4,736-90.3% | $2,440-81.1% |
| Participant deferral / active EE | $2,339 | $5,419-56.8% | $6,710-65.1% | $3,608-35.2% |
| Admin fee / account holder | $834 | $5,957-86.0% | $10,264-91.9% | $5,124-83.7% |