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 | $62,420 | $123,478-49.4% | $216,567-71.2% | $94,015-33.6% |
| Participation rate | 65.5% | 75.1%-9.6pp | 81.6%-16.1pp | 70.8%-5.3pp |
| Annual return | 14.06% | 23.61%-9.5pp | 12.94%+1.1pp | 17.84%-3.8pp |
| Employer contribution / active EE | $179 | $3,136-94.3% | $5,216-96.6% | $2,790-93.6% |
| Participant deferral / active EE | $3,470 | $4,556-23.8% | $6,191-43.9% | $4,249-18.3% |
| Admin fee / account holder | $2,395 | $12,753-81.2% | $21,981-89.1% | $8,951-73.2% |