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 | $52,291 | $299,959-82.6% | $185,837-71.9% | - |
| Participation rate | 39.4% | 61.2%-21.8pp | 81.7%-42.3pp | - |
| Annual return | 12.77% | 9.80%+3.0pp | 122.08%-109.3pp | - |
| Employer contribution / active EE | $1,516 | $1,731-12.4% | $5,168-70.7% | - |
| Participant deferral / active EE | $4,628 | $2,385+94.0% | $5,568-16.9% | - |
| Admin fee / account holder | $434 | $47,864-99.1% | $16,241-97.3% | - |