Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $13,611 | $81,331-83.3% | $155,534-91.2% | $80,935-83.2% |
| Participation rate | 21.8% | 66.3%-44.4pp | 78.2%-56.4pp | 67.7%-45.8pp |
| Annual return | 12.67% | 33.37%-20.7pp | 64.92%-52.3pp | 35.66%-23.0pp |
| Employer contribution / active EE | $252 | $3,105-91.9% | $4,675-94.6% | $2,757-90.8% |
| Participant deferral / active EE | $913 | $3,454-73.6% | $5,630-83.8% | $4,299-78.8% |
| Admin fee / account holder | $868 | $7,999-89.1% | $15,900-94.5% | $6,924-87.5% |