Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $39,952 | $51,821-22.9% | $93,727-57.4% | - |
| Participation rate | 57.6% | 67.7%-10.1pp | 68.7%-11.1pp | - |
| Annual return | 13.60% | 11.30%+2.3pp | 133.83%-120.2pp | - |
| Employer contribution / active EE | $230 | $1,278-82.0% | $2,421-90.5% | - |
| Participant deferral / active EE | $2,171 | $3,260-33.4% | $4,417-50.9% | - |
| Admin fee / account holder | $4,409 | $4,565-3.4% | $8,292-46.8% | - |