Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $43,796 | $138,312-68.3% | $122,979-64.4% | $155,188-71.8% |
| Participation rate | 66.7% | 80.2%-13.5pp | 77.2%-10.5pp | 80.8%-14.1pp |
| Annual return | 13.89% | 22.06%-8.2pp | 20.12%-6.2pp | 148.84%-134.9pp |
| Employer contribution / active EE | $693 | $3,530-80.4% | $3,062-77.4% | $4,248-83.7% |
| Participant deferral / active EE | $3,590 | $5,592-35.8% | $5,003-28.2% | $6,531-45.0% |
| Admin fee / account holder | $2,253 | $15,089-85.1% | $12,864-82.5% | $14,480-84.4% |