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 | $44,722 | $57,828-22.7% | $117,039-61.8% | $70,131-36.2% |
| Participation rate | 41.2% | 67.1%-25.9pp | 77.2%-35.9pp | 69.5%-28.3pp |
| Annual return | 15.08% | 17.55%-2.5pp | 18.95%-3.9pp | 73.14%-58.1pp |
| Employer contribution / active EE | $0 | $1,816-100.0% | $3,785-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,499 | $2,438-38.5% | $3,929-61.9% | $3,332-55.0% |
| Admin fee / account holder | $3,375 | $3,548-4.9% | $5,974-43.5% | $4,645-27.3% |