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 | $58,999 | $81,504-27.6% | $102,437-42.4% | $80,959-27.1% |
| Participation rate | 40.7% | 66.9%-26.1pp | 74.5%-33.8pp | 67.7%-26.9pp |
| Annual return | 14.69% | 25.60%-10.9pp | 24.95%-10.3pp | 35.67%-21.0pp |
| Employer contribution / active EE | $299 | $3,104-90.4% | $3,871-92.3% | $2,757-89.2% |
| Participant deferral / active EE | $2,676 | $3,871-30.9% | $5,060-47.1% | $4,300-37.8% |
| Admin fee / account holder | $1,611 | $6,719-76.0% | $8,388-80.8% | $6,925-76.7% |